Case Study: Temenos Advisory, Inc. achieves operational efficiencies and enhanced profitability with AdvisorEngine CRM

Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

Temenos Advisory, Inc. is an independent RIA serving individuals and families from two offices that prioritizes technology to deliver exceptional client service while improving profitability. Faced with the need to consolidate operations, secure remote access, and centralize 17+ years of client data, Temenos selected AdvisorEngine CRM’s cloud CRM platform to standardize processes and support a more efficient, technology‑driven practice.

AdvisorEngine CRM implemented a cloud solution with built‑in practice management, an intuitive UI, workflow/action‑sequence templates, robust security, and API integrations (including Schwab) while migrating over 17 years of records. The deployment enabled secure, device‑agnostic access, a 360° client view, and standardized client onboarding—allowing Temenos to run both locations through a single system and manage 100 client households and $150M AUM with a seven‑person team, demonstrating clear operational efficiencies and improved advisor capacity.

Temenos Advisory, Inc.

George Taylor

Chief Executive Officer