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  • 4.8 / 5.0 (1325)
    6+ References
  • 4.8 / 5.0 (1525)
    30+ References
  • 4.7 / 5.0 (2084)
    17+ 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.”

  • "What we enjoy with Junxure Cloud is the ability to customize the program to meet our needs. We are in the middle of a culture shift, trying to find a better way for our different teams to work together. Junxure Cloud helps us promote the cohesive service that we provide …

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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 …

  • SP Marketplace
    Reference Rating
    4.8 / 5.0
    Customer References 30 total
    About

    SP Marketplace helps small- to medium-size businesses take their productivity, sales and services to the next level with out-of-the-box business applications and templates on Office 365 and SharePoint. Their applications …

  • StratusLIVE
    Reference Rating
    4.7 / 5.0
    Customer References 17 total
    About

    StratusLIVE, LLC is a leader in both on-demand and on-premise donor-management and fundraising software solutions for the nonprofit industry. StratusLIVE for Fundraisers is built on the latest Microsoft Dynamics CRM …

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