Case Study: Mark Stempel & Associates achieves streamlined, secure client portals and significant time savings with AdvisorEngine CRM

Mark Stempel & Associates - Customer Case Study

Mark Stempel & Associates, a two‑person financial advisory firm in Tucson, needed a secure, integrated client portal to replace a cumbersome third‑party tool and avoid sending sensitive documents by email. They turned to AdvisorEngine CRM and its ClientView Live portal (integrated with Junxure) to consolidate account data, reports and documents in one place for clients.

AdvisorEngine CRM enabled batch processing and one‑step publishing of consolidated holdings, performance reports, statements, privacy policies and Form ADV to single‑login client websites, saving “many hours” of staff time versus the prior process. Clients now access up‑to‑date information in one location, compliance posting is simplified, and the firm plans to leverage the portal as a marketing and service differentiator.