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  • 4.8 / 5.0 (1425)
    17+ References
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    19+ References
  • 4.7 / 5.0 (2547)
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AdvisorEngine CRM Case Studies

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

  • Lucien, Stirling & Gray Advisory Group - Customer Case Study

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 17 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 …

  • Gridle
    Reference Rating
    4.8 / 5.0
    Customer References 19 total
    About

    Gridle is a complete client lifecycle management software to help agencies and freelancers manage their leads, customers, proposals, invoices, and payments. Gridle bring every tool of client management in one …

  • OroCRM
    Reference Rating
    4.7 / 5.0
    Customer References 19 total
    About

    Oro Inc., founded in 2012 by industry leaders in open-source business application development, is the company behind OroCRM, OroCommerce, and OroPlatform. OroCRM, which was launched in 2014, has rapidly established …

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