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AdvisorEngine CRM Case Studies

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

  • Junxure - Customer Case Study

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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 …

  • Distru
    Reference Rating
    4.8 / 5.0
    Customer References 22 total
    About

    Distru is the modern seed to sale software trusted by hundreds of the top cannabis brands across the nation, giving them the ability to manage inventory, orders, and customer relations …

  • Koibox
    Reference Rating
    4.8 / 5.0
    Customer References 3 total
    About

    Koibox Increase the sales of your beauty or hairdressing salon and save time in the management of your day-to-day life in an easy and simple way. All the online management …

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