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AdvisorEngine CRM Case Studies

  • Seneschal Advisors Making the Switch from Salesforce

    Tania Kaarvand Operations Manager

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

    Ryan Berges Director of Wealth Operations
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  • Practifi
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    4.8 / 5.0
    Customer References 6 total
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    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 …

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  • Deskera
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    4.7 / 5.0
    Customer References 22 total
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    Deskera is a market leader in smart cloud-based business management software and caters to multiple industries worldwide. They have been providing innovative ERP, CRM, PM, and HCM solutions to make …

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  • Platform.ly
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    4.8 / 5.0
    Customer References 14 total
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    Platformly is a suite of tools for multi-channel marketing automation. From capturing and nurturing leads to turning them into customers and raving brand advocates, Platformly provides everything you need to …

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