AdvisorEngine
– 110 – VisitsFrom a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, we help advisory firms combine smart-automation with personal client service.
Primary features:
Activity Tracking
Advanced Workflows and Automation
Customized Fields
Client Data Segmentation
Client Communication
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| Rating (average) | |
|---|---|
| Business Website Address | |
| Service Category | |
| Business Phone Number | |
| Specialization | |
| Bizoforce Score (Beta) |