Big news - Junxure CRM gets a transformation. Learn more >

Optimize
your work
environment

Administrative tools make it easy
to monitor information and drive
action across your firm

AdvisorEngine CRM Admin Tools Hero
AdvisorEngine CRM Admin Tools Hero
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BENEFITS

Run your business
on all cylinders

Ensure that each and every team member is well-positioned to
contribute and add value for your firm and its clients
Streamline user
management
Administrative tools allow you to control information and action across functional areas of your business and data entitlements can be easily configured at both the firm- and client-level.
Peace of
mind

Gain valuable peace of mind for your practice with enhanced login security features such as two factor authentication, IP restriction and security question maintenance.

Data management
made easy

Take the difficulty out of data management with easy-to-use data and database exporting capabilities, as well as access to industry-leading technical support.

FEATURES
Enhanced user and user group management

A user profile grid provides a centralized dashboard of all users that exist across your CRM database. User groups can be easily configured to segment users across your firm.

AdvisorEngine CRM Admin Tools User Group Management AdvisorEngine CRM Admin Tools User Group Management
Functional entitlements

Allow your administrators to manage which areas and features each user/user group has access to and easily apply data entitlements to control information access and action across your firm.

AdvisorEngine CRM Admin Tools Entitlements AdvisorEngine CRM Admin Tools Entitlements
Data management

Take a self-service approach to data management with easy-to-use tools or leverage our AdvisorEngine support team for help - without incurring upcharges.

AdvisorEngine CRM Admin Tools Data Management AdvisorEngine CRM Admin Tools Data Management

Ready to get your business
moving on all cylinders?