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AdvisorEngine CRM Case Studies

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

  • How technology integration can help boost efficiency and drive growth

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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 …

  • Evariant
    Reference Rating
    4.8 / 5.0
    Customer References 17 total
    About

    Evariant provides the leading healthcare CRM solution suite designed to help health systems transform the healthcare experience for their consumers, patients, and physicians. Built in partnership with Salesforce®, the Customer …

  • Mortech
    Reference Rating
    4.7 / 5.0
    Customer References 5 total
    About

    Mortech’s flagship product, Marksman, is the original mortgage product and pricing engine and lead management cloud-based software provider. Marksman has best execution pricing, rate notification, rich CRM tools, custom rate …

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