Company Performance Metrics
Techne365 develops AdvisorOne CRM, a customer relationship management platform built on Microsoft Dynamics 365 for financial advisors. The software helps advisors manage their book of business within the Microsoft ecosystem, integrating with tools such as Outlook, OneDrive, and SharePoint. AdvisorOne CRM provides capabilities for segmenting
households, automating client review reminders, and centralizing client assets and files. The product supports API integrations so firms can connect to back-office and third-party systems. It is aimed at advisory teams that want to streamline operations, coordinate tasks, and proactively manage client relationships. The platform is offered as an out-of-the-box solution for advisory practices seeking to use Microsoft-based infrastructure for their CRM.