The AdvisorEngine Blog

Raise your wealth management CRM from the office to the cloud

By: Kathy Crowley February 9th, 2021

Are you still using a legacy on-premise solution for your CRM? I get it, you're nervous about a number of things. Let me help put your mind at ease. Investment advisors are fiduciaries who innately understand the importance of protecting client data and confidentiality. Which is why some advisory firms might be wary about the concept of cloud-based technology. But shifting from servers you can see in your own office to a virtual network of software and services running entirely through the Internet (the “cloud”) doesn’t make your core business systems and files vulnerable -- we believe it is quite the opposite. Firms using on-premise Client Relationship Management (CRM) technology face challenges such as costly maintenance issues and limited resources, not to mention regular exposure to data leaks and security breaches. Converting to a cloud-based CRM not only helps address these issues and provides more secure storage for your data, it makes that data and software accessible online anytime, anywhere, from any device. So as a firm looking to make a move, where do you start? What can you expect? I’ve worked alongside hundreds of financial advisors, many who were hesitant at first about cloud-based solutions. I’ll share those concerns with you and demonstrate why making the switch to the cloud can actually help your business grow.

What I'm looking forward to at AdvisorEngine in 2021

By: Rich Cancro December 21st, 2020

A new year is just around the corner, and I’m really excited to talk about our product roadmap, but first, I want to say my thoughts are with everyone who has been impacted by Covid-19. It’s my sincere wish that all of you, your family and friends stay safe and healthy. There’s nothing more important than the well-being of your loved ones. The incredible news that vaccines are becoming available now makes me even more hopeful we’ll be able to come back together in 2021. I look forward to being in an office with my colleagues again, catching a Broadway show with my family and having a nice dinner surrounded by friends.

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CRM | Financial Advisors | Junxure | Technology | Wealth Management Technology

The cost of Client Relationship Management (CRM) software for financial advisors

By: Kathy Crowley July 29th, 2020

As a financial advisor, you take pride in how you’ve cultivated deep relationships with your clients. But in a new reality where it is difficult to meet in person, you’re naturally concerned about how to maintain those connections. The right Client Relationship Management (CRM) technology system can not only help you stay connected to clients during this global pandemic, it can strengthen your ability to personalize your client service and help you win new business. Streamlining workflows makes it simpler to stay in touch with clients, while automating tasks frees advisors to concentrate on the conversations that clients value most. A CRM aids the advisor at every step, from discovering prospects to supporting existing clients and improving contact management. But how much does CRM technology cost? What are some factors to consider beyond the cost?

Benefits of a wealth management operations manager utilizing a CRM

By: Carly de Diego October 1st, 2019

How (and why) DHG Wealth Advisors shifted their focus from transactions to relationships. These days, wealth managers are always thinking about how to plan for and adapt to tomorrow’s realities and position for long-term growth. No matter how hard you plan and position, the work to achieve growth cannot be done without some help along the way. At the heart of most wealth management firms, an Operations Manager can be found working hard to establish efficiencies and consistency in service.