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Description

AdvisorEngine crafts innovative and user-friendly technology tailored for financial advisors. Our diverse team comprises enterprise technologists, data experts, creative designers, visionaries, entrepreneurs, and seasoned financial advisors. Every day, we strive to shape the future landscape of financial guidance, starting with the essential advisor-client relationship and expanding from that foundation. The most effective advice is fundamentally human, rooted in interpersonal connections. We continuously seek fresh insights into investing and the behaviors of investors. Superior advice is guided by thorough research, adapting as new insights emerge from quantitative finance, behavioral economics, business analytics, and advancements in artificial intelligence. Our creative and design-centric approach sets our technology apart, giving it a unique aesthetic that distinguishes us from competitors. Ultimately, the best guidance not only informs but also inspires. Additionally, we emphasize making it seamless for new clients to engage with you through a tailored and efficient digital onboarding process.

Description

In contrast to conventional CRM systems, Amplify empowers Economic Development Organizations (EDOs) and Investment Promotion Agencies (IPAs) to oversee the complete investor life-cycle efficiently. This platform facilitates the attraction of new investments through the cultivation of relationships. It also allows for active engagement with investors, aiming to unlock their full potential while providing enhanced support to existing investors through optimized aftercare and business retention efforts. The user-friendly interface of Amplify makes it easily adaptable to fit your specific service offerings, all without any concealed fees. With a straightforward onboarding process and seamless adoption, our dedicated team assists you at every stage, from configuring the system to migrating data and providing training—all encompassed within the license fee. Additionally, the platform boasts visual dashboards and sophisticated analytical tools that enable you to assess investment and economic development activities across various departments, sectors, and targeted regions. Furthermore, the email integration feature allows users to monitor interactions and discussions by linking emails to the appropriate contacts or companies, enhancing overall communication efficiency. By consolidating these features into one comprehensive platform, Amplify ensures that your organization can effectively manage investor relations and drive sustainable growth.