The AdvisorEngine Blog

Financial Advisors | Product Enhancements | Technology | Wealth Management | Wealth Management Technology

Junxure CRM reporting is now 6x faster + user performance tips

By: AdvisorEngine® September 24th, 2020

We are excited to announce new enhancements to our Junxure® product, designed significantly to reduce the time it takes to produce reports. A financial advisor’s time is best spent servicing clients and building relationships, not sitting in front of a screen, waiting for data to load. With that in mind, we’ve rebuilt our functionality to maximize performance. Now, for instance, Action reports will load and be ready to print six times faster.

Mastering workflows at a financial advisory firm? Attend my upcoming session at >drive2020 to get insight on best practices

By: Billy Rueckert September 21st, 2020

Winning a new client is a great feeling for any investment advisor. What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client communication, and developing consistent servicing strategies tailored to the client’s goals.

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AdvisorEngine's >drive2020 goes virtual

By: AdvisorEngine® September 8th, 2020

Things are changing fast in the wealth management industry. Last week, AdvisorEngine® CEO Rich Cancro shared his perspective on this moment of “hyper change” we all are experiencing. Client and market shifts in motion are now accelerating and advisory businesses must react to the pace of this change. How the industry meets is also evolving. Social distancing demands and health concerns have pushed a number of wealth management events online. That’s why for the first time in eight years, our >drive conference will not be held in-person. Instead, it will be an immersive, virtual experience held October 22-23, 2020. One of the biggest draws to past >drive events has been the opportunity for Junxure® users to gather together - administrative assistants, advisors, CEOs, firm principals and operations leaders alike - to share ideas, knowledge and experiences. With that in mind, we have designed a virtual >drive2020 conference focused on engagement.

When hyper change isn’t fast enough in wealth management

By: Rich Cancro August 31st, 2020

At Joel Bruckenstein’s T3 Advisor Conference this past February I communicated to advisors about a scenario we have been calling ‘hyper change.’ The basic premise is that a series of megatrends are spinning together to completely transform the wealth management industry over the next three, five, ten years.

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

By: Kathy Crowley July 29th, 2020

zAs 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?

How financial advisors can seamlessly integrate email into their CRM

By: Kathy Crowley March 12th, 2020

Think about it for a minute, how much does your business rely on email communication? Email has become such an important method for business communication. It’s accessible, fast, cheap and private - plus, it can be easily replicated and stored. I’ve actually had an email account since I was in the second grade. That’s the norm these days, elementary-aged kids are using email to communicate with teachers and collaborate with friends on class projects. According to statistics more than half of the global population now uses email - 3.9 billion people have active email accounts. In comparison, there are 3.5 billion social media users worldwide. Since building strong relationships is a core element of providing financial advice, a financial advisor Client Relationship Management (CRM) system should support email functionality. It’s no wonder that financial advisors are thrilled with Junxure®’s latest integration with Office 365.