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AdvisorEngine CRM Testimonials

  • "Clients are handing us their life savings. That can be a nervous time for them. We want the process to run smoothly. All departments participate in client onboarding. Junxure makes onboarding smooth, consistent, manageable, trackable."

  • "We really see the power that Junxure brings to our process and our workflow. It continues to enhance cross-departmental work and communication."

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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 …

  • Simply Connect Solutions
    Reference Rating
    4.8 / 5.0
    Customer References 12 total
    About

    Simply Connect Solutions work with community-based organisations and charities across the country to deliver software solutions, online services and digital platforms that connect people with their local communities, and help …

  • VobeSoft
    Reference Rating
    4.8 / 5.0
    Customer References 30 total
    About

    VobeSoft is founded by two friends in an attic: Roel Voogt and Jeroen Berens. With a background in gaming, IT and business, they realized maintaining or setting up a business …

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