Stay on top of workflow progress for every client, from the simplest to the most complex, with powerful activity tracking functionality.
Drill down into the specific data you need to make better decisions for your clients and business.
Professionalize your operating model without hiring a consulting firm
Our powerful service monitor feature automates tasks, from standard onboarding efforts to highly complex workflows, making it easy for you to ensure every client receives the right level of service. Dynamic reports allow you to see immediately if tasks are on track or if action is required.
You can create an unlimited number of custom fields within your client data, with no complicated coding required. Easily run reports on each expanded field to obtain the insights you need to make informed decisions, prepare for client meetings, and better understand your book of business.
Our connectivity capabilities integrate with contact forms on your website so that any information prospects or clients fill out online flows seamlessly into your CRM, making it effortless for you to take quick action on new opportunities. You can also build and edit your web forms right from the CRM interface – no coding required.
Built-in reports allow you to make efficient assessments globally across your entire client base and can be adjusted or expanded to meet your firm’s specific needs. You can also quickly and easily query on any data point within the CRM.
Easily access your most important tasks and create the views you need to run your day the way you want to with customizable, card-based widgets personalized by role.
How much does CRM cost? Here are some
insights into costs and factors to consider
so you can be a savvy buyer.
We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs.”
Chief Compliance Officer,
Excellent CRM! The ease of navigation, the layout is great and the support team is always very helpful. I like that it is easy to run reports on almost anything available in the system. Document retention is great as well with sub-folders for ease of locating particular important documents. I have been using AdvisorEngine for almost 14 years and it has improved so much since I started using it.”
Client Services Associate,
Get up and running in no time with flexible pricing options
built to meet your team’s specific needs
Access to all features
Unlimited document storage
Complimentary data migration
Get in touch today to see a personalized demo