The AdvantageWorks™ suite of products is built on the latest enterprise-strength Dynamics CRM platform from Microsoft for the greatest flexibility, interoperability and scalability. Whether you are a 10-person brokerage wanting a hosted option or a 3500-member community of advisors, our products are affordable and available with multiple deployment options.

AdvantageWorks Foundation Server™

Each of our software packages is based on a common application framework, allowing our solutions to grow with your company. At the core of our product offerings is the AdvantageWorks Foundation Server™, which serves as a proxy between your existing systems and our vertical solutions. By utilizing the foundation layer, our product team is able to focus their efforts on creating solutions to meet the business needs of you, our customer, and not the technical challenges of integrating with a variety of platforms and applications.

The AdvantageWorks Foundation Server™ is the core of the AdvantageWorks solution. All business logic is executed in this component, with it acting as the proxy between data store and all other components of the system. The AdvantageWorks Foundation Server™ also serves as the integration with third-party systems and allows for automated rules-based processing of data.

Vertical Solutions

The vertical solutions offerings are designed to communicate directly with the AdvantageWorks Foundation Server™. This approach allows a complete, consistent user experience and protects your investment for future upgrades.