Do you or someone you know live in the Raleigh area and have experience in FinTech?!? Check out our open positions!

We are all set up at @wealth__stack !! Come see @AdvisorEngine at kiosk K9.

If you're like me and have come to rely on "Dr. Google", you will appreciate the webinar on ChatGPT from one of my amazing colleagues. Thought-provoking words from Raj: “There was a time in your life when you realized that Google was your best friend and… https://t.co/A3jqGGXZHj

Super proud to be associated with forward thinking colleagues who bring tremendous value! #T32023 #chatgpt #fintech

Interesting metric from @AdvisorEngine’s Rich Cancro. Many of the advisory firms I talk to experience the same painpoint:  poor system connectivity. I agree that we can #DoBetter than juggle +/- 5 integrations to connect our wealth management data. #T32023

I was super proud to showcase these amazing dashboards our team built at both #insidersforum and #advicetechlive this week!!

Looking forward to sharing our new dashboards with everyone at #InsidersForum this week!! Come by our booth to see the new enhancements in the CRM and talk with Justin Wilkinson and I about the platform!

I'm so proud to work for a company (@AdvisorEngine) that supports giving back efforts. We were in Austin for our company conference and had the honor to help this local charity that does amazing work.⭐️

I would be remiss if I didn't give a shout out to the amazing folks I get to work with at AdvisorEngine. For day 3 of our #AEdrive22 conference, we sponsored a Giving Back Breakfast where we were able to support the The Settlement Home for Children in Au… https://t.co/Ai2vhr77EB

Rich Cancro @AdvisorEngine is kicking off the #t32022 conference..."Anyone engaging with your firm should have a personal experience."

🙄"Breaking news": John Gruden resigns after it comes to light he has said and written homophobic, misogynistic, and racist comments. Everyone who knows him:

"This is your show, we just want to make sure you have everything you need." Excellent show of leadership and knowing when to listen and defer to experts in the room.

My new favorite band.

Oh, OK. So NOW you're concerned about an "abundance of caution" and blood clots. I guess a major form of birth control (pill) doesn't warrant such caution. 🤨

Pioneers in Skirts---if you haven't seen this one hour documentary, I highly recommend it! It's a multi-award-winning social impact film about the issues that affect a woman’s ambition. Real-life stories and frank commentary leave… https://t.co/ke0Irpt9l8

Who needs a crystal ball when all we need to do is rewatch all the Simpsons episodes and THIS TIME PAY ATTENTION.

Sarah Thomas will be making history this year as she will become the first woman to officiate a Super Bowl 👏

Same. 😎. ⬇️

https://t.co/jnUouP6WBx