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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

    Greg Friedman CFP®, President and Co-Founder

  • 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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  • ContactEase
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    4.8 / 5.0
    Customer References 9 total
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    ContactEase has been a leader in legal CRM technology for over twenty five years. Their seamless Outlook integration ensures that your firm's professionals can easily and effortlessly access, update and …

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  • eOne Solutions
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    4.8 / 5.0
    Customer References 64 total
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    eOne Solutions is a leading author of innovative solutions for Microsoft Dynamics 365, GP, CRM, NAV, Salesforce, and more. Their US, European, and Asia Pacific professional services teams provide support, …

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