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    • AdvisorEngine CRM® Feature Highlight:
    Asset Importing

    Learn how this powerful data feature can help you do more with AdvisorEngine CRM

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    THE OPPORTUNITY

    Utilizing our Asset Import feature, AdvisorEngine CRM clients can turn scattered client holdings data into powerful insights centralized within the CRM.

    This can be done manually on a recurring basis or automated to run everyday from with the AdvisorEngine platform so that you can set it and forget it, making more time to focus on what you do best.

    Some challenges are especially difficult to address because the solution is part of the challenge itself. The modern financial advisor needs a tech stack that can unlock the ability to add value while also saving time - but it takes time to get there.

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    We know how valuable your time is and we have the experience and resources to make sure it’s used as efficiently as possible with dedicated training and ongoing support. Together, we can ensure that AdvisorEngine products are maximizing their value in the context of your business.

    How asset importing can make AdvisorEngine CRM even more powerful

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    Improve asset analysis

    Through access to historical position data, spot trends and uncover insights based on how your firm's AUM has moved over time.

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    Provide more holistic client service

    Build a truly holistic view of your clients' financial pictures from within the CRM and remove the need to go to multiple platforms so that you can efficiently deliver your best investment advice.

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    Run more efficiently

    Those importing asset data from within AdvisorEngine can remove the need to manually upload investment account data on a recurring basis by automatically updating on a nightly basis.

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    Unlock investment insights

    Easily access additional investment data via the broader AdvisorEngine Platform, including net new assets visualizations, demographic data, transaction history, tax lots, and realized gain/loss information.

    Benefits vary based on asset importing approach

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    Ready to do more with AdvisorEngine CRM?

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