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About us
Modern Techne Solutions is the sole Microsoft Software in North America with a complete focus on serving the needs of Financial Advisors. Our mission is to facilitate scalable growth, enabling advisory teams to spend more time with clients and households.​​
714
Active Users
99%
Client Retention
4/5
Client Referrals
All-In-One CRM For
Financial Advisors
Powered by Microsoft Dynamics 365
Value
Package
+300k
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You tried several CRM’s but they don't integrated well with the Microsoft suite
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You're looking to segment your book of business, automate client reviews & KYCs ​
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You already use Outlook and OneDrive/Sharepoint
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You have a teams size of +4 and looking to scale
Our Services
Full Turn key CRM Implementation
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Experience a seamless journey to a fully integrated CRM solution. Our dedicated team will thoroughly assess your existing processes to ensure a tailored implementation while fostering strong collaboration and ensuring buy-in from your team, we guarantee an immediate return on investment.
Custom Process
Automation
Streamline your operations through custom applications. Our team will identify and eliminate redundant processes, freeing up your valuable time. Whether it's reclaiming lost hours or redirecting your focus to more important tasks, we empower you to make the most of your time and resources.
Using our 360-Mapping method, we have a 5-Step process that will help us build the perfect solution for you and your team. Giving you the proper foundation for clarity of execution, consistency in your client review processes, a higher level of prioritization, better time management and most importantly eliminating manual tasks through automation.
On the service side, we ensure that every feature is tailored to your individual process and help you meet demanding regulatory requirements.
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Working with us will get you the highest return on your time and capital investments. Speak with our consultants to learn more about how we help you get the most value from your budget.
Features
01.
Microsoft Integration​
02.
Client Review Automation
03.
Centralized Assets & Files
04.
Household Segments
05.
Smart Tasks
“Success is determined not by the completion of some action, but by how
one engages in all action with wisdom
and intelligence.”
Plato (429–347 B.C.E.)