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AdvisorEngine CRM Case Studies

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

    Tiffany Brynteson CRPC and Client Advisor

  • Seneschal Advisors Making the Switch from Salesforce

    Tania Kaarvand Operations Manager
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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 6 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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  • Platform.ly
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    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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  • White Cup
    Reference Rating
    4.8 / 5.0
    Customer References 116 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 …

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