Wealth Management Technology

Connectivity and Business Process Management solutions that enable you to better control and scale your wealth management firm.

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Powerful Enterprise Solutions

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import_contacts

Leverage Your CRM Data

Connect your CRM and automatically populate new account applications and other forms.
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account_balance

Aggregate Client Holdings

Include annuities and insurance contracts together with investment accounts.
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fast_forward

Streamline Account Opening

Control documentaton, e-signature and transmission of new account data to the custodian all from within AdvisorOp.
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calendar_today

Track Required Minimum Distribution

Incorporate custodian data to efficiently track RMD without spreadsheets.
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notification_important

Monitor Client Accounts

Ensure that client portfolios are within their risk tolerance. Monitor cash balances and large household balance changes.
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login

Provide Clients With Logins

Give clients access to your own branded system containing portfolio holdings, performance, reports and statements on desktop and mobile devices.
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meeting_room

Engage With Clients Virtually

Schedule meetings, prepare and share documents, meet with clients online, and capture notes all from within AdvisorOp.
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groups

Manage Your Client Service Team

Assign account related tasks to team members and track progress.
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search

Efficiently Search For Information

Quickly search the system for households, clients, accounts, managers, products and securities.
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house

Gain Oversight Of Your Firm

Track AUM growth at the advisor and firm level. View top households and holdings.
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Our Management Team

George Logemann

Cofounder 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.

Jason Rolence

Cofounder and RIA Operations Specialist

Jason is a 25-year veteran in the investment industry and the Senior Portfolio Manager at Premise Capital, LLC, an investment advisory and asset management firm.

Deanna Rolence

Operations 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.


Our Advisory Team

Scott Reynolds


Scott is the Exexutive Chairman of the Sentinus family of companies, a planning and advisory service for high net worth clients and their families.

Philip Johnson


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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