Case Study: Willow Creek Wealth Management achieves streamlined operations and scalable growth with AdvisorEngine CRM

How technology integration can help boost efficiency and drive growth

Willow Creek Wealth Management, a Northern San Francisco Bay Area advisory firm with about 14 employees and ~$800M AUM, needed to streamline operations and prepare for growth by better integrating its technology stack. To solve this, the firm adopted Junxure Cloud as its CRM hub and worked with AdvisorEngine CRM to connect key systems and reduce manual processes during client onboarding and ongoing account management.

AdvisorEngine CRM helped implement Junxure Cloud integrations with Orion, MoneyGuidePro, Laser App, DocuSign and TD Ameritrade’s Veo to create straight‑through processing and single sign‑on workflows. The solution produced measurable gains — Willow Creek built 30 multi‑step workflows within a year, eliminated much paper handling, sped up form processing and remote signatures, and significantly reduced manual steps and processing time, positioning the firm for scalable growth.

Willow Creek Wealth Management

Timothy Admire

CISO & Managing Partner, Director of Operations