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    • You are the reason
    we do what we do

    Meet our happy clients

    Introducing_AdvisorEngine CRM
    Testimonials

    In the words of our clients

    AdvisorEngine has allowed us to run our business paperlessly and seamlessly. Going digital has been the best decision for our company. Great customer service and the best financial digital platform around!
    Malise H.
    Independent Financial Advisor
    AdvisorEngine is the technology solution that meets all of our needs for client onboarding, account opening and website enhancement tools. Partnering with the team at AdvisorEngine has helped us establish our relevance in being contemporary; their solutions help anticipate changes in client behavior.
    Brian V.
    President and Managing Executive
    Your team took our paper-based account approval process and enabled us to digitize the workflow and streamline account opening.
    Hillary H.
    Assistant Vice President; Wealth & Financial Planning Officer
    AdvisorEngine offers an automated platform that fits practically into any advisor-client structure.
    Kemi C.
    Engagement Director
    You have a great product, a wonderful team to work with, and I am happily satisfied with how we are able to use AdvisorEngine to meet so many of our needs in giving our clients red carpet service as well as having what we need to meet compliance regulations. Great job!
    Gizatta L.
    Client Relations Associate
    I looked at a lot of different platforms but AdvisorEngine helped us and had the integrations we needed. And the ability to integrate the AdvisorEngine wealth management platform for advisors with our current technologies made it easy for us to gain new functionality without having to completely abandon the tools we had been relying on for years. It was the definition of a win-win.
    Jacque L.
    Associate Financial Advisor
    We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs.
    Melissa C.
    Chief Compliance Officer
    Excellent CRM! The ease of navigation, the layout is great and the support team is always very helpful. I like that it is easy to run reports on almost anything available in the system. Document retention is great as well with sub-folders for ease of locating particular important documents. I have been using it for almost 14 years and it has improved so much since I started using it.
    Laura B.
    Client Services Associate
    It is a tool that is very easy to customize and also to use, this helps to serve our clients in a more personalized way with a modern strategy that does not require expert coders.
    Angela O.
    Key Account Manager
    Great CRM! Increase productivity and get your time back!
    Lisa H.
    Director of Operations
    You guys are the best! Always helpful. Thank you for your support!
    Cindy G.
    Administrative Coordinator
    Helpful, friendly service and answers that work!
    Anna D.
    IAR
    Improved my life!
    Michael B.
    Principal
    Great!!!!!!!
    Bill B.
    President/IAR
    You have such a great product, company, team and attitude. Thank you!
    Rob S.
    Principal & Chief Operating Officer
    Very helpful and willing to show us how to learn to teach ourselves.
    Kathy C.
    Founder and President
    We feel like the CRM moves with us and feel miles ahead of other firms using other CRMs. We especially love the latest customization options and the drag and drop functionality.
    Cheri M.
    Client Services Manager
    We're really happy with your Support team
    Paige C.
    Operations Manager

    Client spotlight: Ritholtz Wealth

    Learn how Ritholtz Wealth Management partnered with AdvisorEngine to successfully launch their digital-first wealth management offering
    Introducing_AdvisorEngine CRM