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  • 4.8 / 5.0 (1329)
    6+ References
  • 4.8 / 5.0 (1709)
    35+ References
  • 4.7 / 5.0 (3317)
    41+ References

AdvisorEngine CRM Testimonials

  • "Clients are handing us their life savings. That can be a nervous time for them. We want the process to run smoothly. All departments participate in client onboarding. Junxure makes onboarding smooth, consistent, manageable, trackable."

  • "We really see the power that Junxure brings to our process and our workflow. It continues to enhance cross-departmental work and communication."

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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 …

  • Clientbook
    Reference Rating
    4.8 / 5.0
    Customer References 35 total
    About

    Clientbook is a mobile app to facilitate easy clienteling by high-ticket retail sales associates. By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store …

  • Xtime
    Reference Rating
    4.7 / 5.0
    Customer References 41 total
    About

    Xtime is the leading cloud-based Customer Retention Management platform serving automotive manufacturers and automotive service departments. It is committed to helping the industry deliver high quality service to customers who …

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