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  • 4.8 / 5.0 (1421)
    17+ References
  • 4.8 / 5.0 (1879)
    21+ References
  • 4.8 / 5.0 (1240)
    43+ References

AdvisorEngine CRM Testimonials

  • "We sincerely want to thank the Junxure support team for all that you do for us - their caring manner, pleasantness, professionalism and extreme attempts to help us. We can’t thank you enough for the time spent to make sure all was okay."

  • “Through the Accounts tab on ClientView Live we can post consolidated information on their other holdings, such as 401(k)s, Annuities and other retirement assets. Our clients only have to look at their private website to see where they stand vs. logging into multiple other websites, which is a huge convenience …

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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 …

  • AmberPOS
    Reference Rating
    4.8 / 5.0
    Customer References 21 total
    About

    AmberPOS Point of Sale software platform to streamline and better manage their inventory, customer relationships and reporting. Seamlessly integrated barcode scanning for faster transaction processing so your front desk clerks …

  • Manatal
    Reference Rating
    4.8 / 5.0
    Customer References 43 total
    About

    Manatal is the next generation of recruitment software. Easy to implement and built with the latest technologies, the platform was designed to streamline and simplify recruitment processes from sourcing to …

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