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AdvisorEngine CRM Case Studies

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

  • Junxure - Customer Case Study

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 17 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 …

  • ActiveCampaign
    Reference Rating
    4.8 / 5.0
    Customer References 436 total
    About

    ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including …

  • Superb
    Reference Rating
    4.8 / 5.0
    Customer References 31 total
    About

    Superb is the Guest Experience Management platform that use data to help the new generation of restaurateurs to increase guest satisfaction and attract repeat business. Leading restaurants in 100+ cities …

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