Case Study: Private Ocean achieves streamlined client reporting, major time savings, and improved client engagement with AdvisorEngine CRM

Private Ocean - Customer Case Study

Private Ocean, formed by the merger of two Marin County advisory firms and serving over 450 households with $650M AUM, faced operational challenges consolidating workflows and manual reporting processes (one predecessor prepared quarterly reports manually for over 300 households). To modernize client communication and back‑office automation, Private Ocean implemented AdvisorEngine CRM’s ClientView Live portal and document assembly tools.

AdvisorEngine CRM automated report generation and delivery—shifting clients from quarterly to weekly performance reports and freeing dozens of staff hours each quarter—while its secure document vault protected and distributed proprietary research to clients. AdvisorEngine CRM also provides monthly portal‑usage reporting (login rates, times, document downloads), giving advisors actionable adoption and service‑issue insights; the result was strong client acceptance, increased service efficiency, and enhanced advisor oversight across Private Ocean’s 450+ household client base.

Private Ocean

Greg Friedman

CFP®, President and Co-Founder