Powerful Enterprise Solutions
Leverage Your CRM Data
Connect your CRM and automatically populate new account applications and other forms.
Aggregate Client Holdings
Include annuities and insurance contracts together with investment accounts.
Streamline Account Opening
Control documentaton, e-signature and transmission of new account data to the custodian all from within AdvisorOp.
Monitor Client Accounts
Ensure that client portfolios are within their risk tolerance. Monitor cash balances and large household balance changes.
Provide Clients With Logins
Give clients access to your own branded system containing portfolio holdings, performance, reports and statements on desktop and mobile devices.
Engage With Clients Virtually
Schedule meetings, prepare and share documents, meet with clients online, and capture notes all from within AdvisorOp.
Manage Your Client Service Team
Assign account related tasks to team members and track progress.
Efficiently Search For Information
Quickly search the system for households, clients, accounts, managers, products and securities.
Gain Oversight Of Your Firm
Track AUM growth at the advisor and firm level. View top households and holdings.
Our Management Team
George LogemannFounder and Product Manager
George is a financial technology and operations professional with more than 25 years of experience at firms including Citadel, Greenwich NatWest, and Bank of New York.
Deanna RolenceOperations Manager
Deanna's business operations experience spans more than 25 years, and has involved designing and implementing processes, process optimization, data quality assurance, data analysis and project management.
Robert MorawskiSenior Developer
Rob has over 25 years of experience developing software for a wide range of applications and platforms. Prior to AdvisorOp, Rob played a key role in developing client software for Boingo Wireless.
Jason RolenceSenior Operations Analyst
Jason is a 20-year veteran in the investment industry and the Senior Portfolio Manager at Premise Capital, LLC, an investment advisory and asset management firm.
Our Advisory Team
Scott is the Exexutive Chairman of the Sentinus family of companies, a planning and advisory service for high net worth clients and their families.
Phil has over 25 years of experience in financial services and is the CEO of Sentinus, LLC, an investment advisory firm.
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