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  • 4.8 / 5.0 (1312)
    6+ References
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    46+ References
  • 4.8 / 5.0 (1070)
    12+ References

AdvisorEngine CRM Testimonials

  • "Junxure Cloud has been what we envisioned our CRM to be and will be what we need as we continue to grow."

  • “Even though we were both like-minded firms and knew we would find many strategic synergies, there were still a lot of operational issues in merging our two firms together. However, because we both were using Junxure, those operational aspects were simplified greatly.”

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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 …

  • Bonsai
    Reference Rating
    4.8 / 5.0
    Customer References 46 total
    About

    Bonsai platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform. Everything you need to estimate and close more projects, collaborate with clients, …

  • Marquis
    Reference Rating
    4.8 / 5.0
    Customer References 12 total
    About

    Marquis is provides marketing and compliance software and expertise to assemble, analyze and act on your data. Marquis features a robust offering of marketing and compliance data analytics, marketing automation …

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