Case Study: OptiFour achieves unified operations and centralized prospecting with AdvisorEngine CRM

RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

Optifour, an RIA in McLean, VA offering integrated wealth, tax, legal and risk services, faced fragmented client data and inconsistent prospect follow-up while relying on Excel. To unify operations and centralize communications, Optifour chose AdvisorEngine CRM and implemented the Junxure Cloud CRM to replace spreadsheets and create a single hub for client and lead information.

AdvisorEngine CRM deployed Junxure Cloud across the 10-person firm, documenting workflows, using the eXpert training system, and migrating leads and Actions so staff could build correspondence templates and automated follow-up tasks. The centralized platform delivered a 360° client view, enabled weekly reporting for staff meetings, improved lead tracking and follow-through, and helped drive a culture shift toward more consistent, measurable client service.

Optifour

Ryan Berges

Director of Wealth Operations