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

Turn your hub of information into a
hub of action

Make the total value of your
work greater than the sum
of the individual parts

AdvisorEngine CRM Practice Management Hero
AdvisorEngine CRM Practice Management Hero
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BENEFITS

Put the power of technology
to work for you

Get assistance from automated workflows that help keep you organized with a
full picture of how things are working across your practice
Automate tasks and digitize everything you do
Simple integration across your touchpoints makes it easy for you to capture information, set up time with clients and communicate with them.
Enhance the experience you provide

Make it easy to ensure every client receives the right level of service through powerful service monitor features that automates tasks, all the way from standard onboarding procedures to complex workflows.

Powerful business intelligence to support
your practice

Visualize data across your firm with dashboards that aggregate data and efforts to provide value insights.

FEATURES
Templated and customizable workflows

Leverage our powerful workflow templates, built on years of advisor feedback and usage, or work with us directly to create new workflows unique to your business.

AdvisorEngine CRM Practice Management Custom Workflows AdvisorEngine CRM Practice Management Custom Workflows
Workflow monitor

Get a high-level view of all workflows in your system and easily drill down to see the progress of any one workflow and its individual action steps.

AdvisorEngine CRM Practice Management Workflow Monitor AdvisorEngine CRM Practice Management Workflow Monitor
Service
monitor

Automates tasks, from standard onboarding procedures to complex workflows, making it easy to ensure every client receives the right level of service based on various client needs, including frequency.

AdvisorEngine CRM Practice Management Service Monitor AdvisorEngine CRM Practice Management Service Monitor
Powerful
audit trail

Track exactly what you are doing for clients and easily monitor costs of services rendered. Even benefit from built-in compliance support as all interactions and topics covered can be captured within our CRM.

AdvisorEngine CRM Practice Management Audit Trail AdvisorEngine CRM Practice Management Audit Trail
Business intelligence dashboards

Our CRM aggregates all of your data and efforts to provide valuable business intelligence dashboards and reporting capabilities, allowing you to to quickly visualize data across your firm with convenient pre-defined charts, organized based on opportunities, account objective, employee actions and AUM by advisor, among other layouts.

AdvisorEngine CRM Practice Management Business Intelligence AdvisorEngine CRM Practice Management Business Intelligence

Ready to have your days
managed more smoothly?