Zack Glass

From a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, AdvisorEngine CRM helps advisory firms combine smart-automation with personal client service.

Primary features:

Activity Tracking

Advanced Workflows and Automation

Customized Fields

Client Data Segmentation

Client Communication

Integrations

Activity Tracking

Keep track of all tasks, activities performed, or any other notes related to a client. From the most simple of tasks to the most complex, AdvisorEngine CRM will help to ensure that the right tasks are being completed by the right people at the right time - firm-wide!

Advanced Workflows and Automation

You can easily manage the entire flow of your firm’s processes from start to finish. Easily automate to-do items at specific intervals and set reminders to keep your employees on top of client service interactions.

Customized Fields

AdvisorEngine CRM is built to store the unique types of information and data that an advisory firm needs in their CRM. You can easily expand what data is stored by creating user-defined fields - no need for additional overlays or coding knowledge to make AdvisorEngine CRM work best for you and your clients.

Client Data Segmentation

Various search options allow you to quickly find exactly what you’re looking for while forming the foundation for a wide range of reports. From meeting and client summary reports to last contact and birthday reports, get a wide range of pre-built reports with convenience. Additionally, reports can be expanded and customized to fit any firm's needs.

Client Communication

Robust and intuitive tools help gather lists of contacts, helping advisors more proactively communicate with clients. The ability to create email and letter templates makes it easy to create and send personalized correspondence in bulk, or to individual clients. In addition, emails from clients are automatically imported in your client history for future review.

Integrations

Integrations with a number of partner firms allow the exchange of data to reduce time and effort. Easily update accounts and positions through import capabilities, and sync contact data to easily update information in various sites. There is also an ability to utilize Outlook 365 to easily manage emails and compose correspondence to many individuals in a contact list.