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  • 4.8 / 5.0 (1278)
    6+ References
  • 4.8 / 5.0 (116)
    18+ References
  • 4.8 / 5.0 (1263)
    113+ References

AdvisorEngine CRM Case Studies

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

  • How technology integration can help boost efficiency and drive growth

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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 …

  • Breakcold
    Reference Rating
    4.8 / 5.0
    Customer References 18 total
    About

    Breakcold is an AI-Native CRM for SMBs with or without sales teams (e.g., agencies & startups). The CRM works autonomously to eliminate admin tasks. Breakcold CRM automatically moves leads through …

  • Encompass Technologies
    Reference Rating
    4.8 / 5.0
    Customer References 113 total
    About

    Encompass Technologies digitally connects the beverage and food supply chain from end-to-end, providing Enterprise Resource Planning (ERP), CRM, eCommerce, and data and insights solutions uniquely designed for manufacturers/suppliers, distributors, and …

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