Case Study: Lucien, Stirling & Gray Advisory Group achieves scalable, integrated CRM and automated workflows with AdvisorEngine CRM

Lucien, Stirling & Gray Advisory Group - Customer Case Study

Lucien, Stirling & Gray Advisory Group (LSG) is a 25-year Austin-based registered investment adviser managing $130M for about 400 family relationships with a 13-person team. Needing a CRM that could be the central hub of the firm and scale beyond their legacy Redtail system, LSG—led by Chris Vasquez—moved to AdvisorEngine CRM’s Junxure Cloud to support deeper automation, integrations and mobile access.

AdvisorEngine CRM implemented Junxure Cloud workflows and integrations (Portfolio Center, MoneyGuidePro, Laser App, Outlook) so advisors can handle requests—from client intake to supervisory review to execution at custodians—on a single screen without paper. The change eliminated manual handoffs, created an auditable email and client activity trail, enabled mobile access, and streamlined operations, helping LSG improve responsiveness, save substantial time, and position the firm for continued growth.

Lucien, Stirling & Gray Advisory Group

Chris Vasquez

Financial Services Professional