Industry veteran joins in a newly created role focused on
helping wealth management firms harness data across CRM and
portfolio management to deliver personalization at scale
AdvisorEngine®, the financial experience company and provider of
industry-leading CRM and portfolio management technology, has
completed a rigorous search for a Chief Information Officer (CIO)
with the recent hire of Raj Madan.
“The creation of this role comes at an important moment for the
company, as we deliver the next generation of our end-to-end wealth
technology platform and evolve our industry-leading Junxure CRM,”
says AdvisorEngine CEO Rich Cancro. “While getting to know Raj, we
were especially drawn to his passion for delivering actionable data
at scale. We are fortunate to welcome someone of Raj’s caliber to
help take the platform to a new level for growing wealth management
firms.”
Madan brings over 20 years of technology leadership experience
at BNY Mellon. In his eight years as BNY Mellon’s Pershing’s
Managing Director of Common Services, Architecture and Innovation,
Madan architected and implemented its Global Business Platform,
enabling a single-user experience across brokerage and bank
custody. He also created the Pershing Advanced Technology Labs and
led hackathons that produced stretch innovations.
At AdvisorEngine, Madan will lead all technology functions,
including architecture, software development, infrastructure and
IT. He will work closely with Patrick Arnold, AdvisorEngine Head of
Product, to deliver on the company’s fast-moving product
development roadmap. He will also deepen relationships with senior
leaders at custodians and fintech companies as part of the
company’s open-architecture technology partnership strategy.
“The most impactful technology breakthroughs in wealth
management are occurring at the intersection of portfolios and
relationships. There is no company better positioned to deliver in
this area,” Madan says. “I am energized to join AdvisorEngine and
look forward to working with the tremendously talented team here to
partner with growing advisory firms.”
AdvisorEngine technology is designed to serve three core user
groups: financial advisors, business operations professionals and
their clients. The company has invested heavily in an
open-architecture technology foundation that provides integrated
functionality across the full wealth management lifecycle -
including proposal generation, client profiling, digital account
opening and funding, portfolio reporting, trading and rebalancing
tools, fee billing, white-label client portal and Junxure CRM.
Firms have the control to brand and customize the offering to
ensure the experience reflects their own unique and differentiated
value proposition.
“Increasingly, business leaders are asking for our help in
reviewing their full technology strategy. Raj’s experience allows
AdvisorEngine to serve as an essential partner during these
important decision-making moments and beyond, as firms move into
implementation,” says AdvisorEngine COO Craig Ramsey. “From a
technology roadmap perspective, his focus on rapid, iterative
software development will allow us to maintain our growth company
edge as we scale the business.”
This CIO hire is a key step in the company’s ongoing expansion
plan, which includes new hires in New York, NY and Raleigh, NC.
Interested candidates should visit
http://careers.advisorengine.com/.
About AdvisorEngine®
AdvisorEngine powers financial advice that is personal,
scientific, and beautiful. The company’s technology is trusted by
over 1,200 wealth management firms in the United States that manage
$600 billion of assets.
Its wealth management platform uses smart automation to
modernize the advisor experience (AX), the business operations
experience (BX), and the client experience (CX). Modules include
prospect engagement tools, paperless client onboarding, account
aggregation, Junxure CRM, goals-based financial planning tools,
model portfolios tools, portfolio construction analytics,
performance reporting, and fee billing.
The company is a subsidiary of Franklin Resources, Inc., a
global investment management organization operating as Franklin
Templeton, whose mission is to help clients achieve better outcomes
through investment management expertise, wealth management, and
technology solutions. Based in New York, NY, and Raleigh, NC, the
AdvisorEngine team strives to fulfill six ideals through their
work: camaraderie, clarity, curiosity, creativity, crushing it, and
celebration.
For more information, please visit advisorengine.com and follow
us on LinkedIn, Twitter, and Facebook.
About Franklin Templeton
Franklin Resources, Inc. (NYSE:BEN) is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 165 countries. Through its
specialist investment managers, the company brings extensive
capabilities in equity, fixed income, multi-asset solutions, and
alternatives. With offices in more than 30 countries and
approximately 1,300 investment professionals, the California-based
company has over 70 years of investment experience and
approximately $1.5 trillion in assets under management as of June
30, 2021. For more information, please visit franklintempleton.com
and follow us on LinkedIn, Twitter, and Facebook.
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version on businesswire.com: https://www.businesswire.com/news/home/20210727005189/en/
Suleman Din suleman.din@advisorengine.com 919-839-3947
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