AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based wealth management software specifically designed for financial advisors, investment advisors, brokerage firms, and banks. AdvisorEngine delivers a complete wealth management platform that brings together CRM, portfolio management, rebalancing, client portal, digital onboarding, and business intelligence.
What is AdvisorEngine CRM?
AdvisorEngine CRM is a sophisticated software solution designed to streamline and enhance the management of client relationships for financial advisors. It excels in organizing client data, automating workflows, and providing insightful analytics to improve client interactions and business efficiency. Features include task management, client segmentation, comprehensive reporting, and a service monitor function that helps advisors perform and complete tasks efficiently step-by-step.
Pricing
$65/month
CRM for financial advisors, by financial advisors - part of comprehensive wealth management platform.
Starting Price
$65/month
