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AdvisorEngine CRM Case Studies

  • c5 Wealth Management, LLC - Customer Case Study

    Mark Weber Director of Financial Planning Services

  • Junxure - Customer Case Study

    Brad Ferguson Chief Investment Strategist for Asset Management
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  • Practifi
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    4.8 / 5.0
    Customer References 17 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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  • Avidian
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    4.8 / 5.0
    Customer References 49 total
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    Avidian Technologies develops Prophet CRM, a customer relationship management (CRM) software for businesses who desire the simplicity and elegance of Outlook and need a CRM solution. Avidian is a private, …

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  • SalesMethods
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    4.8 / 5.0
    Customer References 18 total
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    SalesMethods is the leader in sales performance software for Salesforce that empowers sales team success. Their suite of native Salesforce apps allow companies to sell smarter, accelerate growth, win more …

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