A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Full Review
Descript is an AI-powered video and audio editing platform that lets you edit media by editing text. It offers automatic…
Full ReviewAdvisor Engine: A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Descript: Descript is an AI-powered video and audio editing platform that lets you edit media by editing text. It offers automatic transcription, AI voice cloning, filler word removal, and screen recording in an intuitive document-like interface.
Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Descript work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
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