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1、Your success is holding you backYour firm nowCRAIGRAMSEYRICHCANCROCOOCEOAbout AdvisorEngineClient PortalPlanning&Investing ToolsCRMDigitalOnboardingBusiness IntelligencePortfolioManagementPERFORMANCEREPORTINGREBALANCINGFEE BILLINGOpen Connected ApproachableScalablePRODUCT BEFOREPRODUCT NOWWe deliver

2、 a proven system to optimize your advisory firm PLATFORMOur technology powers advisory firms managing$500B+in assetsPARTNERSHIPOur approach is truly distinctive we consistently earn aclient service satisfaction rating98%Peer perspectiveADVISORENGINE RESEARCH,430 FIRMSWhat are leading advisory firms

3、focused on?Revenue growthOperational excellenceClient experienceRevenue growthOperational excellenceClient experienceADVISORENGINE RESEARCH,430 FIRMSWhat are leading advisory firms focused on?If it aint broke,dont fix it“Advisors believe in the importance of digital technology to support client inte

4、ractionsbut are not yet delivering effectivelybut only a minority have advanced past thedevelopment stage34%Most RIAs believe that providing a high-quality digital experience to clients is an important competitive advantage89%Source:AdvisorEngine RIA study with Institutional InvestorStatus quo:lack

5、of focus on the next generationRELATIONSHIPS:300ASSETS:$600 million$ATTRITIONBENEFICIARIESASSETS/RELATIONSHIP132$264 million80%2.2x$2m per$(56%)REDUCTION IN ASSETSStatus quo:lack of focus on the next generation(s)RELATIONSHIPS:300ASSETS:$600 million$Converting your current client base into referral

6、machineRELATIONSHIPS:300ASSETS:$600 million$+76%INCREASE IN ASSETS528$1.06 billion$20%2.2x$2m perATTRITIONBENEFICIARIESASSETS/RELATIONSHIPCommon blind spotsPROCESSPLATFORMPEOPLEThe hardest time to change is when things are going wellPeoplePlatformProcess PeopleDoes our culture ce