Marketing Admin
Get out of the weeds.
We'll keep your CRM clean.
We manage your CRM, clean your data, and build the reporting you've been doing manually in spreadsheets.
How It Works
We audit, plan, and deploy — you stay focused on clients.
Step 01
Audit your systems
We review your CRM, data quality, integrations, and workflows to understand what's broken and where the gaps are.
Step 02
Design the solution
A clear plan covering cleanup, migration, routing rules, and ongoing maintenance — tailored to your stack.
Step 03
Deploy our technology
We configure and deploy our platform to automate the fix — and keep your systems running clean going forward.
Sarah Mitchell
Contact enriched
Synced to
Fill in the gaps. Get every record where it belongs.
Missing fields, duplicate contacts, broken sync between systems — we clean it up and keep it that way. Your data flows to the right place, enriched and accurate.
- Enrich contacts with missing firmographic and demographic data
- Automated routing rules so leads land in the right hands
- Bi-directional sync between your CRM, email, and marketing tools
Before
3,847
total records
After
3,412
clean records
Moving CRMs or cleaning up a mess — we handle it.
Whether you're migrating to a new platform or untangling years of neglect in your current one, we manage the entire process so nothing falls through the cracks.
- Full CRM migration planning and execution
- Data deduplication, normalization, and field cleanup
- Ongoing administration and system hygiene
Performance Dashboard
Last 30 days
3,841
Active contacts
127
New leads (30d)
Lead flow
Auto-refreshed daily
See what's happening — clearly, in one place.
Custom dashboards that give you a clear view of marketing performance, advisor activity, and pipeline health. No more spreadsheets or guesswork.
- Custom dashboards for marketing and sales performance
- Advisor-level reporting across campaigns and channels
- Automated reports delivered on your schedule
Custom strategies.
Looking for something else? Let us know. If it's in our wheelhouse, we'll handle it.
Start the conversationFeedback
“Finding our ideal client is a real challenge. We get prospected all day by folks offering generic lead gen and social media marketing. They just don't understand what we need. Asset Engine does.”
Managing Partner, Wealth Management
$160M AUM · Avg. household $1.5M
FAQ
Common questions about Marketing Admin.
What does Marketing Admin include?
CRM administration, data enrichment, contact list cleanup, and full-stack marketing integration — the operational work that usually falls between the cracks of an advisor's day.
Does Asset Engine work with my existing CRM?
Yes. Integration is available with Wealthbox, Redtail, Salesforce, HubSpot, and most other advisor CRMs.
What does data enrichment do?
We append missing contact data — title, firm, firm size, wealth indicators — to your client and prospect lists so segmentation and personalization actually work.
Is Marketing Admin included in every plan?
CRM admin and full-stack integration are included on the Full Engine package. Lighter versions are available as add-ons on other plans.
Can Marketing Admin run independently of the rest of the platform?
It can, but it's designed to reinforce the rest of Asset Engine. Enriched and well-structured contact data is what makes personalized content and campaign targeting work.
Let's clean up
your operations.
In a short conversation we'll explore together whether we can help. No pitch. No pressure.
Start the Conversation