AdvisorOne

Modern Techne Solutions is the sole Microsoft firm 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. ​ We do so using our 360-Mapping method to implement and deploy Microsoft Dynamics 365 & Power Automate as a CRM solution , all within the Microsoft suite. Hence, it is seamlessly interconnected with your Outlook email and calendar, OneDrive/Sharepoint, Teams and/or any Microsoft product. Helping you bridge the gap between customer experience and process automation.