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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
    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 …

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  • EZLynx
    Reference Rating
    4.7 / 5.0
    Customer References 69 total
    About

    EZLynx® develops industry-leading cloud-based software for the insurance industry. EZLynx software has helped independent agents operate their businesses more effectively for over ten years. EZLynx is proud to be the …

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  • Stratus360
    Reference Rating
    4.7 / 5.0
    Customer References 4 total
    About

    Stratus360 is a full-service certified salesforce.com Platinum Implementation Partner based in Toronto and Dallas assisting enterprise companies with their adoption of Cloud Computing. Their team consists of salesforce.com certified consultants …

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