A Central Integration Point for Servicing Your Clients

Advisor CRM is a web-based client relationship management (CRM) system designed specifically for independent RIAs and modeled around your client lifecycle.

Meaningful integration

Advisor CRM integrates data and functionality from Advisor View, Advisor Rebalancing, and a growing list of third party applications in areas such as financial planning, document management, and account aggregation.

From a client’s financial account or household record in Advisor CRM, you can contextually access performance reporting functionality from Advisor View. Additionally, you can view and edit critical rebalancing information for the client and rebalance the account from within Advisor CRM.

Advisor CRM also provides a single place to maintain shared data across multiple systems. Information entered in Advisor CRM is automatically updated in other applications that share the same data. For example, changing a client address in Advisor CRM will automatically update Advisor View and the portfolio accounting system with the updated information.

Configured for your business

From business development to onboarding a new client, ongoing relationship and wealth management, and even account closing, Advisor CRM adds automation, transparency, and scalability to your daily operations.

Advisor CRM comes standard with pre-packaged workflows that are modeled after the operational best practices we’ve learned from working with hundreds of RIAs to drive efficiencies through software automation. As part of our implementation process, our consultants work with your firm to configure workflows, reports, dashboards, and client filters to match how you run your business.

Increase profitability and valuation

Advisor CRM will institutionalize your operations by automating and tracking your client management processes. The efficiency gains in your organization translate to lower costs per client, accelerated growth, and more revenue. When it comes time for succession planning, your complete client historical records, transparency of business processes, and profitability will help to boost your valuation and make your business more desirable.

Scalable

Built on the proven Microsoft Dynamics® platform, Advisor CRM will scale to meet the needs of any RIA. Your firm will have the peace of mind knowing that your CRM will support your firm’s growth for generations.

Advisor CRM is designed to work with Microsoft Outlook®, and its interface is modeled after familiar Microsoft Office applications – so your staff will have an easy time adopting it. And because it’s built in the cloud, Advisor CRM can be accessed from anywhere via a browser. Advisor CRM enables your firm to be proactive instead of reactive while providing an exceptional level of service that sets you apart from the rest of the marketplace. Imagine fielding your next client call and having a complete historical record, including current financials, and the ability to take action on the portfolio all from one application. You can with Advisor CRM.