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AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.
SymVolli supply systems that help their clients get more out of the resources that they have at their disposal by increasing the effectiveness of their business processes across marketing, sales and customer service, as well as complying with regulations and legislation such as ISO9001 and ISO27001.
While White Cup and Hookshot are new names in the industry, the platform is comprised of a combination of software from three sister companies: Compass Sales Solutions, MITS, and Tour de Force. In 2020, the three came together and rebranded under one company, White Cup, and one product suite, Hookshot. White Cup offers two integrated Hookshot products: Business Intelligence (BI) and Customer Relationship Management (CRM). Hookshot integrates with key business systems, like your ERP, to enable you to gather, analyze, and act on meaningful data tailored to your business goals and industry best practices.
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