The platform, which enhances efficiency and drives growth, will be free for advisors
, /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.
Since we adopted the Advisor CRM platform, our efficiency has soared. 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.
“This isn’t just another CRM,” said Ryan Borer, Managing Partner. “We built Advisor CRM …