AdvisorEngine

What do you like best?

The best part about moving over to a cloud-based platform is that we have been able to go paperless. We get to save money and the environment! Working digitally allows us to spend more time helping our clients reach their financial goals and less time stressing about misplacing an important document. We love that we have a place to store all our clients' important documents in the Document Vault. This makes it easier for us to track what compliance documents are still missing. Workflow is more streamlined because of the user-friendly interface and productivity has increased!

What do you dislike?

We have found nothing that we dislike, but we had a struggle when moving over to a cloud-based platform. Some of our staff are not tech-savvy, and we had to arrange additional training for them. Fortunately, training is included as a free service, so we could get all our staff trained and confident to move forward.

Recommendations to others considering the product:

Don't hesitate in moving your business to AdvisorEngine. The support system is exceptional, and you never have to struggle again. Wealth management will become an easier task, as you will have a variety of financial planning tools, including performance reports, at your fingertips.

What problems are you solving with the product? What benefits have you realized?

Time has been one of our biggest problems before AdvisorEngine. We spent more time getting paperwork sorted out and less time building relationships with our clients. Now that we are working with a cloud-based platform, we can digitally onboard new clients while keeping compliance up to date. Another plus is the goal-based planning tool which we have been using to help set goals for our clients.