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AdvisorEngine CRM Case Studies

  • c5 Wealth Management, LLC - Customer Case Study

    Mark Weber Director of Financial Planning Services

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

    Tiffany Brynteson CRPC and Client Advisor
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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 …

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  • Spinnaker Support
    Reference Rating
    4.8 / 5.0
    Customer References 62 total
    About

    Spinnaker Support is a leading global provider of third-party support, managed services, and consulting for organizations that run SAP or Oracle. Spinnaker Support supports SAP, BusinessObjects, SAP HANA Database, JD …

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  • White Cup
    Reference Rating
    4.8 / 5.0
    Customer References 122 total
    About

    While White Cup and Hookshot are new names in the industry, the platform is comprised of a combination of software from three sister companies: Compass Sales Solutions, MITS, and Tour …

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