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  • 4.8 / 5.0 (1365)
    17+ References
  • 4.8 / 5.0 (3150)
    64+ References
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AdvisorEngine CRM Case Studies

  • Mark Stempel & Associates - Customer Case Study

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

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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 …

  • Enrollment Rx
    Reference Rating
    4.8 / 5.0
    Customer References 64 total
    About

    Enrollment Rx is a higher education technology company delivering innovative Constituent Relationship Management (CRM) solutions. Built on the Salesforce platform, Enrollment Rx puts enterprise class functionality and limitless scalability within …

  • Real Green Systems
    Reference Rating
    4.8 / 5.0
    Customer References 57 total
    About

    Real Green Systems is a global software company that began as a lawn care company in 1984. It has successfully owned, operated and cultivated multiple service companies for more than …

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