We've had an overwhelming response from those looking to learn more about importing, or syncing, firm data with AdvisorEngine CRM. The benefit is clear - see your firm's historical financial and productivity data all in once place, and let your CRM's dashboard provide visuals that make insights easy to uncover.
Amber Krier, Head of Relationship Management
Kathy Crowley, Senior Business Development Manager
Grant Speer, Senior Product Manager
Daniel Cuevas, Head of Platform Client Success
You may have some lingering questions on how it all works and it might seem daunting to get started. We're opening our doors, an inviting you to "Asset Import Office Hours" to help get your questions answered.