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AdvisorEngine CRM Case Studies

  • Mark Stempel & Associates - Customer Case Study

    Mark Stempel Founder

  • Junxure - Customer Case Study

    Brad Ferguson Chief Investment Strategist for Asset Management
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  • KulaHub
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    4.8 / 5.0
    Customer References 23 total
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    KulaHub is a fully integrated set of CRM and marketing tools rarely found all in one system, without the need to export data or plug in APIs. Their cloud-based software …

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  • Maximizer CRM
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    4.7 / 5.0
    Customer References 186 total
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by …

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  • OptifiNow
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    4.8 / 5.0
    Customer References 11 total
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    OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales …

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