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  • 4.8 / 5.0 (1375)
    17+ References
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    6+ References
  • 4.8 / 5.0 (1382)
    8+ References

AdvisorEngine CRM Testimonials

  • “Client View Live has been a very powerful tool for us to be able to provide a higher level of service to our clients and I can see us directly promoting this capability in our marketing efforts going forward.”

  • "The recording capabilities that Junxure has are incredibly helpful to us. We can scan documents, record phone calls and notes and assign tasks. Everything we do in the office is captured."

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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 …

  • Foundersuite
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Foundersuite makes software for raising venture capital and managing investor relations. A better way to raise capital. They have a singular purpose: to make awesome tools that help founders build …

  • VOICE2insight
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    VOICE2insight has been used by field sales professionals with limited time to update their Customer Relationship Management systems (CRM). V2i provides an easy way to record vital client information by …

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