Morningstar AdviserLogic + RevSend

Unlock the full potential of your financial advisory services by combining Morningstar AdviserLogic with RevSend. This integration allows financial advisers to easily deliver personalized, impactful gifts directly from their CRM, helping boost client satisfaction, retention, and referrals. With automated gifting workflows, real-time tracking, and both digital and physical gift options, keep your client interactions professional and memorable while maintaining compliance and streamlining everyday business processes. Drive revenue, deepen relationships, and foster loyalty—all within your AdviserLogic CRM.