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  • 4.8 / 5.0 (1397)
    17+ References
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AdvisorEngine CRM Case Studies

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

  • Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

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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 …

  • White Cup
    Reference Rating
    4.8 / 5.0
    Customer References 122 total
    About

    While White Cup and Hookshot are new names in the industry, the platform is comprised of a combination of software from three sister companies: Compass Sales Solutions, MITS, and Tour …

  • Zarina CRM
    Reference Rating
    4.8 / 5.0
    Customer References 23 total
    About

    Zarina CRM is a powerful and customizable Customer Relationship Management (CRM) software tailored to help businesses in Dubai, Abu Dhabi, and across the UAE streamline their workflows and optimize client …

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