AdvisorOp

AdvisorOp stays abreast of the latest technological trends in offering BPM software solutions for financial advisors. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM and Document Management. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

AdvisorOp is based in San Diego, California. More on advisorop.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

If you have worked with AdvisorOp, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.