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Jacque L.

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Member since January 2021

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1 Review by Jacque

1/23/21

I looked at a lot of different platforms but AdvisorEngine helped us and had the integrations we needed. And the ability to integrate the AdvisorEngine wealth management platform for advisors with our current technologies made it easy for us to gain new functionality without having to completely abandon the tools we had been relying on for years. It was the definition of a win-win.

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