The platform, which enhances efficiency and drives growth, will be free for advisors
NASHVILLE, Tenn., Nov. 20, 2024 /PRNewswire-PRWeb/ -- Today, Ryan Borer and Leibel Sternbach, advisors with extensive industry experience, along with Bruce Ferguson, a seasoned technology leader, announced the launch of Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs). Built by industry insiders who've faced and overcome the challenges of growing advisory firms, Advisor CRM offers an integrated solution with built-in compliance, trading automation, assistance on insurance contracts, and workflow management, all intended to streamline operations and foster growth in a single platform. The platform will be available for advisors at no charge.
"This isn't just another CRM," said Ryan Borer, Managing Partner. "We built Advisor CRM based on our extensive credentials and industry experience, ranging from building and growing RIAs to servicing insurance clients. And now, we're thrilled to bring this all-in-one solution to the broader market. The platform has been proven to drive growth and eliminate inefficiencies, allowing advisors to focus on what really matters—serving their clients and expanding their business."
Key features of the platform include a unique ticketing system and an extensive workflow library designed to boost operational efficiency and ensure no client requests are overlooked. Built-in compliance tools proactively manage documentation and audit requirements, helping RIAs stay on top of regulatory demands. Advisor CRM's scalable trading system supports high-volume operations with features like cash management automation and model trading tools to ensure accuracy and timeliness. Additionally, Advisor CRM incorporates AI-driven analytics, providing valuable insights that enhance decision-making and optimize client engagement. Enhanced functionality will be available for purchase, including compliance, archiving retention, trading, and more.
"Advisor CRM is the perfect solution for any growth-minded advisory firm looking to simplify operations without sacrificing growth potential," said Leibel Sternbach, Partner and CTO. "Our solution gives advisors the freedom to focus on their clients and business expansion without being bogged down by disjointed systems that don't integrate well or expensive tech investments that take years to unwind. With strong insurance affiliations, Advisor CRM supports advisors with delivering insurance contracts and facilitates valuable opportunities to help RIAs seamlessly expand their service offerings."
Managing Partner Ryan Borer was previously Fusion Capital Management's President and Chief Strategy Officer. He has over 20 years of industry experience as a registered rep, wholesaler, executive, and manager. Partner and CTO Leibel Sternbach has been training advisors nationwide for nearly 20 years. Partner, Infrastructure Bruce Ferguson, has 25 years of M&A and business development experience.
"Since we adopted the Advisor CRM platform, our efficiency has soared," said Bryce Engel, CEO of Fusion Capital Management. "We've grown our assets under management from $250 million to over $1 billion without adding any traders or operations staff. The system simply works."
Unlike traditional CRMs, which can be expensive and inflexible, Advisor CRM offers financial advisors the ability to customize their tech stack by selecting the tools they need—from compliance reporting to trading automation and client portals. This modular approach allows advisors to streamline operations and avoid the pitfalls of managing multiple disconnected systems. Advisor CRM has integrations with nearly 20 leading wealthtech partners. To learn more and to sign up for free, visit www.advisorcrm.com.
About Advisor CRM
Co-founded by former advisors and industry veterans, Advisor CRM is the only free, all-in-one CRM platform built specifically for RIAs and financial advisors. The platform leverages decades of experience in financial services and technology to address the pain points RIAs face when managing their operations. Advisor CRM offers modular tools that support trading, compliance, client service, and workflow management, allowing advisory firms to scale efficiently without complexity. For more information, visit www.advisorcrm.com.
Media Contact
Abbie Sheridan, Advisor CRM, 1 5162867056, [email protected], https://www.advisorcrm.com/
SOURCE Advisor CRM
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