AdvisorOne

Dorval, Quebec

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.

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Fast informations

Verified as of

2024

Founded

2024

Team size

2-10

Website

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About AdvisorOne

Opening doorways to scalability through business automation, we help small medium businesses implement and deploy Microsoft Dynamics 365 as a CRM & Power App solution. Helping you bridge the gap between customer experience and process automation.

Although we focus on Financial Services, we help small businesses in industries like Non-Profits, Field Services, Construction, Real Estate and Healthcare.

Video Presentation

Microsoft Dynamics 365

AdvisorOne 's Portfolios

Financial Advisors

Services & Expertises of AdvisorOne

IT services

Management software

AdvisorOne 's Reviews

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AdvisorOne 's Team

Pierre Rahal

Project Manager

Contact AdvisorOne

https://www.advisorone.net/

2020 Route Transcanadienne, suite 107, Dorval, Quebec, H9P 2N4, Canada