List of AdvisorEngine CRM Customers
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United States
Since 2010, our global team of researchers has been studying AdvisorEngine CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AdvisorEngine CRM for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AdvisorEngine CRM for Customer Experience include: Independent Financial Partners, a United States based Banking and Financial Services organisation with 300 employees and revenues of $30.0 million, Mjp Wealth Advisors, a United States based Banking and Financial Services organisation with 14 employees and revenues of $12.0 million, Willow Creek Wealth Management, a United States based Banking and Financial Services organisation with 20 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using AdvisorEngine CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Independent Financial Partners | Banking and Financial Services | 300 | $30M | United States | AdvisorEngine | AdvisorEngine CRM | Customer Experience | 2019 | n/a |
In 2019 Independent Financial Partners implemented AdvisorEngine CRM, a CRM application used to power a branded digital wealth platform for its advisor network in the United States. The deployment aimed to centralize advisor relationship data and streamline client-facing processes across the firm and its advisor channel.
AdvisorEngine CRM was configured to support core CRM workflows and paperless onboarding, and module usage is inferred from public descriptions to include proposal generation and custom client portals. Configuration work focused on data model design for households and accounts, form-driven onboarding workflows, and proposal templates to support advisor workflow automation.
Operational coverage targeted more than 200 IFP advisors across the United States, with the implementation impacting advisor relationship management, client onboarding operations, proposal generation activities, and client portal servicing. The rollout emphasized advisor workflow enablement and consistent client record handling to support day to day advisory functions.
Governance adjustments accompanied the technical rollout, with process standardization around onboarding and advisor access to branded client portals, and configuration controls instituted for CRM data quality and proposal templates. The implementation delivered a more scalable client experience as reported by the firm, while preserving a branded digital wealth platform for its advisor network.
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Mjp Wealth Advisors | Banking and Financial Services | 14 | $12M | United States | AdvisorEngine | AdvisorEngine CRM | Customer Experience | 2018 | n/a |
In 2018, Mjp Wealth Advisors implemented AdvisorEngine CRM to launch MJP Online Advisory Services and to streamline client-facing technology across its United States operations. The deployment centered on AdvisorEngine CRM and its digital onboarding and robo-advisory capabilities, with a primary objective to automate onboarding and scale client servicing for a small advisory firm structure.
The implementation configured AdvisorEngine CRM as the central CRM, with explicit activation of digital onboarding modules and robo-advisory engines to support automated client lifecycle workflows. Configuration work emphasized onboarding workflow automation, client profile and account provisioning, and advisor-facing service orchestration consistent with CRM functional patterns.
AdvisorEngine’s implementation and training teams supported the deployment and user onboarding, and the rollout covered advisory operations, client service teams, and digital client intake processes within the United States. There are no named third-party integrations documented in the available notes, the work focused on embedding AdvisorEngine CRM and onboarding modules into day-to-day advisory operations.
Governance was operationalized through vendor-led training and deployment support, and the vendor case study describes improved onboarding, increased automation, and scalable client servicing enabled by the AdvisorEngine CRM and onboarding modules. The project narrative positions Mjp Wealth Advisors AdvisorEngine CRM CRM implementation as a consolidation of client intake, advisory servicing, and automated onboarding workflows.
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Willow Creek Wealth Management | Banking and Financial Services | 20 | $12M | United States | AdvisorEngine | AdvisorEngine CRM | Customer Experience | 2015 | n/a |
In 2015, Willow Creek Wealth Management implemented AdvisorEngine CRM, classified as CRM, as its cloud customer relationship management hub. AdvisorEngine CRM is described by the firm as the central system of record and orchestration layer for client interactions and operational workflows.
The implementation included roughly 100 configured workflows focused on onboarding, operations and client service, enabling automated task sequencing, checklist orchestration and service request routing consistent with CRM workflow capabilities. These workflows were organized to support end-to-end client onboarding flows, recurring back-office tasks and client-facing service procedures.
AdvisorEngine CRM functions as the hub of the firm’s technology stack across the United States, centralizing client profiles, activity histories and process state used by advisors and operations personnel. The deployment's operational coverage explicitly targets onboarding and back-office process automation as well as ongoing client servicing.
Governance was formalized through standardized workflows and operational controls to enforce consistency across onboarding and back-office processes, with role-aligned task assignments embedded in the CRM configuration. The firm reports that AdvisorEngine CRM has materially improved operational consistency and efficiency across onboarding and back-office processes.
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