Case Study: c5 Wealth Management, LLC achieves rapid quarterly reporting and centralized client portals with AdvisorEngine CRM

c5 Wealth Management, LLC - Customer Case Study

c5 Wealth Management, LLC, which oversees $220 million in client assets and provides multi‑generational financial planning, investment management and retirement planning, needed to streamline a largely paper‑based, manual quarterly reporting process and give clients a secure, consolidated view of their accounts. To address this, c5 engaged AdvisorEngine CRM to deploy an online client portal solution (using Junxure ClientView Live) to centralize reports, statements and account information.

AdvisorEngine CRM implemented a secure client portal with a document vault and consolidated accounts view integrated with c5’s portfolio management and data reconciliation services. The new process cut quarterly report production from over a month to just a couple of days, gave clients one private site for contracts, tax returns and outside holdings (401(k)s, annuities, etc.), and delivered measurable efficiency gains and added client value.