AdvisorEngine

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. The company’s CRM and portfolio management technology is trusted by over 1,200 wealth management firms in the United States that manage $600 billion of assets.

How does the integration work?

Our integration with AdvisorEngine is bi-directional, which means that you can export and import client/prospect information with a single click. We currently integrate contact and employment information along with family members information. This means you only need to update the information once and then import/export based on your need.

Read more in our knowledge base

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.