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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

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

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  • CRMNEXT
    Reference Rating
    4.8 / 5.0
    Customer References 55 total
    About

    CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a …

  • Kizen
    Reference Rating
    4.8 / 5.0
    Customer References 10 total
    About

    Kizen founders have been providing marketing, sales, and operational consulting since 2003 to some of the biggest and fastest growing companies in the world. In 2018, after using 200 legacy …

  • Mango Practice Management
    Reference Rating
    4.8 / 5.0
    Customer References 22 total
    About

    Mango Practice Management (formerly ImagineTime, Inc.) has been providing innovative and affordable time and billing software since 1998. At the request of their clients, they expanded their software to include …

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