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  • 4.8 / 5.0 (1332)
    6+ References
  • 4.8 / 5.0 (849)
    14+ References
  • 4.7 / 5.0 (3162)
    35+ References

AdvisorEngine CRM Testimonials

  • "Transitioning to the cloud and having the ability to work remotely is tremendously powerful for our firm. No matter the circumstances – including inclement weather – I can always access Junxure Cloud and continue to serve my clients. Junxure Cloud doesn’t miss a beat with functionality, either. I’m anxious and …

  • "Oh my goodness we are ecstatic! What an asset to our company. Long after we're dead and gone our young partner will have built a phenomenal bank of information for his employees and associates."

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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 …

  • BoondManager
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    BoondManager is a SaaS ERP software for consulting firms, service companies and IT services companies. As a cloud ERP software, their CRM and its numerous modules allow you to manage …

  • Cerillion
    Reference Rating
    4.7 / 5.0
    Customer References 35 total
    About

    Cerillion is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering its solutions across a broad range of industries including the telecommunications, …

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