Case Study: Seneschal Advisors, LLC achieves streamlined workflows and better business insights with AdvisorEngine CRM

Seneschal Advisors Making the Switch from Salesforce

Seneschal Advisors, LLC, a growing financial planning firm in University Place, WA managing $130M AUM and about 100 family relationships, found Salesforce costly and ill-suited to the independent wealth-management model. Needing a purpose-built advisor CRM that matched a detailed list of requirements, Seneschal chose AdvisorEngine CRM’s cloud platform to replace their heavily customized Salesforce setup.

AdvisorEngine CRM delivered a purpose-built solution with prebuilt workflow templates and integrations to Portfolio Center and Schwab, enabling easy data import and near real-time updates on balances, positions, and transactions. As a result, Seneschal Advisors, LLC consolidated all client and prospect data in AdvisorEngine CRM, gained better reporting and opportunity insights, streamlined workflows with only minor tweaks, and benefited from responsive vendor support—improving operational visibility and confidence in finding information.

Seneschal Advisors, LLC

Tania Kaarvand

Operations Manager