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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.
Homeless Link is the national membership charity for organisations working directly with people who become homeless in England. They work to make services better and campaign for policy change that will help end homelessness. They also develop new products that can help improve services and fund their campaign to end homelessness. Their national and regional teams offer support, link up agencies, and provide advice, consultancy and tools to help improve services. Their vision is of a country where everyone has a place to call home and can expect the support they need to keep it.
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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