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  • 4.8 / 5.0 (1303)
    6+ References
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    351+ References
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AdvisorEngine CRM Case Studies

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

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

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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 …

  • Marketing 360®
    Reference Rating
    4.8 / 5.0
    Customer References 351 total
    About

    Marketing 360® is a combination of integrated marketing software (technology) and professional marketing services (talent), all provided through one powerful platform. It has everything a small business needs to grow …

  • Sunwave
    Reference Rating
    4.8 / 5.0
    Customer References 9 total
    About

    Sunwave provides an entire operating platform for Addiction Treatment Centers. Customer Relationship Management, Electronic Medical Records, and Revenue Cycle Management in ONE PLATFORM, one unique centralized data repository with all …

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