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AdvisorEngine CRM Case Studies

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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 …

  • Endowance Solutions
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    4.7 / 5.0
    Customer References 12 total
    About

    Endowance Solutions is an industry leader in delivering cloud-based business solutions. Endowance Solutions services and product expertise comes from experience working with technologies that drive company revenue through integrated solutions. …

  • Serenic Software
    Reference Rating
    4.8 / 5.0
    Customer References 68 total
    About

    Serenic Software develops and delivers comprehensive, mission-critical Cloud ERP solutions for public service organizations including: K-12 school districts/boards, public sector, nonprofits (NPO), international non-governmental organizations (NGO), discrete manufacturers and warehousing/distribution. …

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