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AdvisorEngine CRM Case Studies

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

  • Seneschal Advisors Making the Switch from Salesforce

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 6 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 …

  • Efficy
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    Customer References 139 total
    About

    Efficy adapts to your needs and not the other way around. Efficy enables you to grow and develop your business activity in a very structured way. Efficy is a all-in-one …

  • Homeless Link
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    Homeless Link is the national membership charity for organisations working directly with people who become homeless in England. They work to make services better and campaign for policy change that …

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