What is AdvisorEngine CRM?
AdvisorEngine is a comprehensive wealth management platform designed to streamline the operations of investment advisory firms, brokerage companies, and banks. The platform offers a diverse suite of integrated features, including client onboarding, portfolio management, customer relationship management (CRM), compliance, reporting, and billing, all within a centralized user interface
Highlights
- Robust custodian and technology integrations: AdvisorEngine seamlessly integrates with a wide range of custodians and other financial technology solutions, enabling advisors to access and manage their clients' assets and data from a single platform
- CRM tailored for wealth management: The AdvisorEngine CRM is specifically designed for wealth management professionals, offering workflow automation and exceptional client service features to enhance advisor productivity and create a streamlined user experience
- Comprehensive functionality: AdvisorEngine provides a complete suite of tools and capabilities, including client onboarding, portfolio management, compliance, reporting, and billing, all in a single platform, eliminating the need for multiple disparate systems
- Dedicated technical support: AdvisorEngine's team of support experts is available to assist users with a wide range of inquiries, from basic "how-to" questions to complex technical issues, consistently earning a 98 approval rating from users.