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  • 4.8 / 5.0 (1355)
    17+ References
  • 4.7 / 5.0 (2023)
    47+ References
  • 4.7 / 5.0 (4743)
    Premium 248+ References

AdvisorEngine CRM Testimonials

  • "We are very happy with Junxure Cloud! The biggest impact we’ve seen is with our document storage. Having this feature built into the Cloud has really helped us to work remotely, or anywhere, since we’ve been able to electronically keep track of application forms, tax returns, trade and cash management …

  • "Junxure Cloud has been what we envisioned our CRM to be and will be what we need as we continue to grow."

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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 …

  • Business Technology Partners
    Reference Rating
    4.7 / 5.0
    Customer References 47 total
    About

    Business Technology Partners, LLP ("BT Partners") is a full service technology company with more than 25 years serving the small medium business (SMB) market. As a leading US reseller of …

  • Insightly
    Reference Rating
    4.7 / 5.0
    Customer References 248 total
    About

    Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile …

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