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AdvisorEngine Case Studies

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  • Jump
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    4.8 / 5.0
    Customer References 28 total
    About

    Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

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  • Maximizer CRM
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    4.7 / 5.0
    Customer References 186 total
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by …

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  • NexJ Systems
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    NexJ Systems is a provider of Intelligent Customer Management solutions for the financial services industry. Individually, NexJ Systems’ award winning products use artificial intelligence to improve customer service and increase …

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