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.
“We’ve set up a monthly reporting system that provides each advisor with a view of activity on the site. This helps us identify adoption rates by clients as well as point out any interesting patterns of usage, such as login rates, login times, which documents are downloaded more or which are downloaded less. From this information, we can better customize the client experience to ensure we are providing valuable service and get an early warning notice to any potential issues.”
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