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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

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

    Ryan Berges Director of Wealth Operations
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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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  • Imagility
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    Imagility is a cloud-based immigration platform leading the way in innovation, and offering Petitioners, Attorneys and Beneficiaries a never-seen before combination of automation, transparency, and collaboration. Imagility packages powerful Immigration …

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  • Logical Office Ltd
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Logical Office Ltd provides an all in one CRM which solves the common efficiency problems holding back small organisations who want to thrive and grow without spending a fortune. Unlike …

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