Beyond CRM: Performance Reporting

A simplified tech stack can make a big impact on your client service, especially when CRM and Portfolio Reporting tools work together.  Join us for a live webinar to learn how using your CRM with AdvisorEngine’s Performance Reporting tools can help turn data into insights for your clients.

[LIVE WEBINAR]

Wednesday, January 27th @ 2pm ET

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Simplify your tech, show more value

See how our client reporting tools bring rich data into personalized views to provide a clear understanding of what matters.
Highlights of what you'll see:

  • Client access to portfolio data and reporting including holdings, transactions, and performance data, as well as portfolio and model analytics
  • Easy to use data aggregation solution that allows clients to link financial accounts and seamlessly integrate held-away assets and liabilities into comprehensive net worth reporting
  • Configurable client reports to build a one-off presentation for a client meeting, or automate the production of quarterly reports delivered directly to your entire client base through the client portal

 

 

 

John-tyers

John Tyers

Chief Growth Officer, AdvisorEngine

 

Register for the live webinar