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  • 4.8 / 5.0 (1303)
    6+ References
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  • 4.8 / 5.0 (1065)
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AdvisorEngine CRM Case Studies

  • RIA Firm uses Junxure to Streamline Processes and Accommodate Multiple Locations

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

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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 …

  • EngageBay
    Reference Rating
    4.8 / 5.0
    Customer References 17 total
    About

    EngageBay is a simple all-in-one marketing, sales, and support CRM software that is designed to be an affordable alternative to expensive business software. Included are all the same features you’d …

  • Nexl
    Reference Rating
    4.8 / 5.0
    Customer References 49 total
    About

    Nexl believe that CRM systems should be easy-to-use, affordable and fully automated. They made it their mission to enable law firm’s around the world to take back control over their …

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