
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.
Linxcrm is a privately-owned software developer based in Queensland, Australia, that specialises in productivity software for the financial services sector. They are self-funded and have no financial ties with, nor ownership by, any lender, aggregator, insurer, producer group or retail franchise organisation. This means they can develop software that is in the best interests of their users. They are passionate about helping small businesses grow into strong and independent businesses, maintaining maximum profit and doing it with the least possible stress - all by implementing good business practices. LinxCRM is designed to be a key element in this growth.
Oro Inc., founded in 2012 by industry leaders in open-source business application development, is the company behind OroCRM, OroCommerce, and OroPlatform. OroCRM, which was launched in 2014, has rapidly established itself as a disruptive force in the CRM market. The platform’s open-source nature gives multi-channel businesses the inherent flexibility they need to tailor the product to their specific business requirements, helping them achieve a true 360-degree view of their customers.











