


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.
Affinaquest, the leading data management and analytics company in institutional advancement and collegiate athletics, enables purpose-driven organizations to succeed by fostering audience affinity. Their comprehensive suite of integrated services unlocks the potential of crucial relationships with alumni, fans, students, and donors with a combination of richly accurate data, intuitive relationship management, donation amplification and game-changing predictive analytics. With them, they empower their clients to prioritize whom and how they engage, personalize every interaction to drive conversions, and maximize the yield of every dollar donated, ticket purchased, and email opened.
Method:CRM gives you a better way to run your business so nothing slips through the cracks and everyone can get more done. As a small business themselves, they’ve felt the pain of using out-of-the-box software that didn’t adapt to their needs. And they know every small business has its own unique workflows. They believe you should have enterprise benefits at small business prices and that’s why they built Method. Their award-winning software is fully customizable, so you can run your business your way.








