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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.
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.
Nutshell is a collaborative customer relationship and sales management tool made for the modern business. It provides companies with fully customizable sales processes, powerful reports, collaboration tools, a refined user experience, email sync, integrations with popular business applications, including Google, MailChimp, Microsoft Exchange, Twitter, Dropbox and many more. Nutshell is stacked with great features that help businesses become more collaborative and grow, intuitive design that eliminates the need for specialized training, and insightful data that helps businesses learn and improve. Nutshell is a beautiful, powerful tool that combines consumer-level design polish with business-scale utility. In a nutshell, they help businesses grow.
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