Advisor Engine CRM
CRM for financial advisory & wealth management firms
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Zack Glass

Advisor Engine CRM - CRM for financial advisory & wealth management firms

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From a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, AdvisorEngine CRM combine smart-automation with personal client service.
Features:
Activity Tracking
Advanced Workflows & Automation
Client Data Segmentation & Communication

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Zack Glass
Hunter
As a Financial Advisor I was amazed with the scope of Integration Partners - from Schwab to Tamarac Advisor