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AdvisorEngine CRM Case Studies

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

    Tiffany Brynteson CRPC and Client Advisor

  • Private Ocean - Customer Case Study

    Greg Friedman CFP®, President and Co-Founder
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  • Practifi
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    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 …

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  • Gridlex
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    Gridlex provides unified CRM, Customer Service Help Desk, Accounting, Expenses & ERP and HR Software that is customized for your sector. Their mission is to improve your organization’s productivity. Their …

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  • Playbook AI
    Reference Rating
    4.8 / 5.0
    Customer References 10 total
    About

    Playbook AI is a global B2B SaaS company that enables revenue teams to orchestrate & execute sales playbooks that build more pipeline, accelerate deal velocity and enhance win-rate. Featuring the …

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