The Hidden Cost of Manual CRM Updates

 Your CRMS and PMS should be allies—not obstacles. 

But for many firms, they’re disconnected, duplicated, and draining. 

The Problem 

Manual updates mean missed fields, outdated records, and wasted time. Worse, they create risk—especially when advisory depends on accurate context. 

The Impact 

Staff lose confidence. Clients get frustrated. Opportunities slip through the cracks. 

The Fix: Auto-Updated Systems 

Runagood’s Advisor Engine will update CRMS and PMS as part of the journey. No chasing. No duplication. Just clean, current data—ready for action. 

Your systems should talk to each other. Let the Advisor Engine do the talking. 

👉 For a Trial  Advisor Engine with one client