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  • 4.8 / 5.0 (1353)
    17+ References
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  • 4.7 / 5.0 (4254)
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AdvisorEngine CRM Testimonials

  • "Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. "

  • "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 …

  • Ad Orbit
    Reference Rating
    4.8 / 5.0
    Customer References 17 total
    About

    Ad Orbit is a platform used by publishers around the world to operate a media business from initial customer contact to final layout and production. As part of the Fry …

  • Maximizer CRM
    Reference Rating
    4.7 / 5.0
    Customer References 186 total
    About

    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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