News | September 29, 2022

AdvisorEngine Introduces Data Visualization Dashboards – A Powerful New Capability For Wealth Management Firms Looking To Upgrade Their CRM


AdvisorEngine® announced today new data visualization dashboards that provide insights tailored to specific roles across key wealth management focus areas. The capability will be unveiled today at the Bob Veres’ Insider’s Forum.

The dashboards leverage the same modern technology architecture and design-thinking approach employed to transform Junxure CRM into AdvisorEngine CRM® earlier this year.

Critical business information is presented in modern, real-time visuals, removing the need for static spreadsheets. Curated ‘visualization’ templates form a robust library, allowing users to adopt the technology quickly. For more control, users can easily reconfigure their dashboard to create their desired experience.

Features include ‘drag-and-drop’ customization, in-line editing, automatic data population, advanced filtering, one click drill-down to detailed data and enterprise permissioning to control information access.

At the heart of the dashboards, says AdvisorEngine CEO Rich Cancro, is a goal of making data accessible and actionable for anyone in wealth management.

“Data initiatives have historically been expensive and time-consuming for wealth management firms,” Cancro says. “But now with these new dashboards, you don’t need to take on a six-month technology consulting project at a six-figure cost.”

“The addition of these dashboards will help advisory firms grow revenue, operate better and ensure a high standard of client service.”

Adding value across a firm’s key functions:

  • CEOs and executive teams can gauge important business drivers such as net new assets, client retention, client segmentation, client demographics and advisor productivity
  • New business development roles can stay focused on growth by visualizing their sales funnel, tracking close rates and garnering insights from ‘won’ and ‘lost’ opportunity reasons
  • Financial advisors can review the status of client requests, see upcoming action items, and gain insights into their new client opportunities
  • Department leaders can run their team meetings based on accurate, real-time dashboards versus manually creating presentation pages using static spreadsheets
  • Operations personnel can see their daily tasks in prioritized order, ensure that client service standards are being met and identify process bottlenecks

Design process and rollout:

Revenue growth, operational excellence and client service are key focus areas for the dashboards.

AdvisorEngine developed these focus areas through a rigorous, iterative design process that involved interviewing 430 professionals across the full spectrum of wealth management roles - including CEOs, financial advisors, operations leaders and their team members.

Participants shared common pain-points with their current solutions: data discrepancies, data integration issues, time-consuming manual analysis and the high cost of outside consultants to set up and maintain quality reporting.

In contrast, AdvisorEngine CRM dashboards allow users to begin seeing insights quickly. “You can get started immediately using pre-built templates informed by your industry peers,” said George Tamer, AdvisorEngine Head of Sales. “From there, you can customize to ensure that your firm’s unique goals are tracked according to how you want to see the data.”

The dashboards are being launched using a staged rollout process. Beginning today, a select group of AdvisorEngine CRM clients received access.

About AdvisorEngine®

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. Its wealth management technology platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Capabilities include CRM, a portfolio management suite and a client portal.

Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration.

AdvisorEngine is a wholly owned subsidiary of Franklin Resources, Inc., a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. For more information, please visit and follow us on LinkedIn, Twitter and Facebook.

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialization on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately $1.4 trillion in assets under management as of August 31, 2022. For more information, please visit and follow us on LinkedIn, Twitter and Facebook.

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