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AdvisorEngine CRM Case Studies

  • Junxure - Customer Case Study

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

  • Gridlex
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    Gridlex provides unified CRM, Customer Service Help Desk, Accounting, Expenses & ERP and HR Software that is customized for your sector. Their mission is to improve your organization’s productivity. Their …

  • QT9 Software
    Reference Rating
    4.8 / 5.0
    Customer References 21 total
    About

    QT9 Software is rewriting the book on software companies and client relationships. Their business model is to create robust, user-friendly and intuitive systems that guarantee a return on investment. Added …

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