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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

  • Lucien, Stirling & Gray Advisory Group - Customer Case Study

    Chris Vasquez Financial Services Professional
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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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  • Accelas Solutions
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    4.8 / 5.0
    Customer References 11 total
    About

    Accelas Solutions is an Oracle Gold CX partner specializing in systems integration, implementation, solution development and extended implementation support.

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  • Dataforma
    Reference Rating
    4.7 / 5.0
    Customer References 9 total
    About

    Dataforma is the roofing industry’s leading technology services provider. Dataforma specialize in the development of an extensive relational database specifically for roofing contractors. Dataforma comprehensive web-based relational database links the …

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