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  • 4.8 / 5.0 (1300)
    6+ References
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AdvisorEngine CRM Case Studies

  • How technology integration can help boost efficiency and drive growth

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

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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 …

  • Openprise
    Reference Rating
    4.8 / 5.0
    Customer References 13 total
    About

    Openprise is designed from the ground up for CRM, so it has all the best practices, business logic, and data companies need to clean up their data, focus on the …

  • SalezShark
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    SalezShark is a Relationship Intelligence platform that enables Sales professionals and Marketers to gather actionable Customer Insights and increase their Sales. It comes equipped with a powerful Recommendation Engine bound …

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