Feature spotlight: CRM dashboards

AdvisorEngine CRM dashboards turn your data into compelling visualizations that deliver actionable insights for your team. 

Join our product experts for a tour of the dashboards experience and get your questions answered.

Highlights include:

Carefully curated templates
Pre-built dashboard templates, by role type, are ready to go from the start

Maximum configurability
Drag and drop elements from our expanding visual library to build dashboards tailored to your specific use cases

Powerful insights
Filter and drill down deep into your data to unlock the insights that matter most to you

Value for all roles at your firm
Drive results across all firm functions, whether you’re a firm principal, advisor or operations associate.