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AdvisorEngine CRM Case Studies

  • OptiFour unifies operations with AdvisorEngine CRM for 10 staff and $250mm AUM

    Ryan Berges Director of Wealth Operations

  • FFP Wealth Management streamlines multi-location CRM access with AdvisorEngine CRM

    Tiffany Brynteson CRPC and Client Advisor
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  • Practifi
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    4.8 / 5.0
    Customer References 18 total
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    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 …

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  • Wealthbox
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    4.8 / 5.0
    Customer References 9 total
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    Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …

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  • Aktiv Software
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    Customer References 13 total
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    Making Digitalization More Human #Odoo | #Magento | #D365

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