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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 …

  • Cash Flow Portal
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    Customer References 3 total
    About

    Cash Flow Portal is a real estate syndication software platform that helps general partners raise capital and manage investor relations. The company says it has helped real estate syndicators raise …

  • NetHunt
    Reference Rating
    4.8 / 5.0
    Customer References 73 total
    About

    NetHunt CRM is a cloud-based customer relationship management tool that integrates with Gmail and enables businesses to manage interactions and records directly from the inbox. It generates leads via email, …

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