I am one of the founding partners of the organization, which we started in 1999. I have worked my way up and performed every role in the firm over the years. I have worked with clients as a consultant. I still work with some of our top tier clients. Now I'm acting as president, working more strategically to help more customers and define how we execute those services.
CRM: Salesforce with SS&C | Salentica overlay
We've tried to leverage integrations to be somewhat CRM agnostic with larger providers like Salesforce and Redtail. We want integrations to standardize workflows and help across multiple technologies. This has been good for us. CRM is the format that our employees live in every day.
We've been through a few before. Junxure it was one of several a while back. We have been to Salesforce for quite some time. Salesforce can be as straightforward or as complex as you want it to be. Sometimes, we overcomplicate some of what can be done. What we have learned over time is simple is better. This is why we have implemented the Salentica overlay. It is also at the enterprise level. It's not what you grow out of. It's adaptable as you go. This gives you the flexibility to integrate as you grow.
Document Management: Amazon Web Services / Microsoft Dynamics 365 with Outlook
We have implemented a data lake through Amazon Web Services, which allows us to control internal data. As technology advances and new innovations come along, we have better control. Most of the visuals are in our CRM. You can see our document storage directly in Salesforce. Most of our document collaborations end up in Outlook in Microsoft Dynamics 365. Ultimately, they flow into our document management system, where things are archived, stored, and organized so they can be found easily for all of our employees.
Reporting and Portfolio Management; Trading & Rebalancing: Orion Advisor Solutions, Orion Eclipse
This is new for us in the last three years. We were at Envestnet | Tamarac before that and we moved on to the Orion system. We thought it best suited our service model. We work with many caregivers. We have worked with those caregivers to integrate some of our programs. Because we are very custodial, Orion is very useful in executing trading and reporting across multiple systems. Many of our advisors use what I classify as bucket-based strategies, where you can leverage accounts to meet the needs of clients at specific points in their lifecycle. Orion was moving in that direction from a reporting perspective. It has been a good experience for us.
Financial Planning: MoneyGuidePro / Orion Planning / FP Alpha
We take a holistic approach with clients. We have used numerous systems over the years, including MoneyGuidePro. We also have Orion planning now. However, we have also found that not all systems have exactly what we need in the products we offer to customers.
We have integrated several different systems. FP Alpha provides risk management, tax planning and estate planning tools. We have integrated that software with our data and CRM for automation. It also has some AI reading capabilities to help summarize text. We achieve efficiency in how that data enters that system, organizes it, reports it and visualizes it with our clients.
There is no one size fits all delivery that we offer our customers. We've tried to integrate some of these tools based on the engagements of the clients we serve and take that holistic approach. These systems can provide a visible format. We can pull from our data lake and CRM to populate it automatically. We generate the products our customers are looking for.
As told by reporter Rob Burgess and edited for length and clarity. The views and opinions are not representative of the views of WealthManagement.com.
Want to tell us what's in your possession? Contact Rob Burgess at (email protected).