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  • 4.8 / 5.0 (1425)
    17+ References
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    7+ References
  • 4.8 / 5.0 (686)
    6+ References

AdvisorEngine CRM Testimonials

  • "The trainer did a SUPER job! I am appreciative of her commitment to use her time wisely, there were NO wasted words. I was just totally impressed. I saw some lights go on in both of my assistants during the training."

  • "I am thankful that we signed up for Back on Track. The training is presented just for our practice. Junxure has done the research to lay the ground rules for the way most offices want to and should run their businesses. Each office does their own fine tuning as appropriate, …

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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 …

  • Wealthbox
    Reference Rating
    4.8 / 5.0
    Customer References 7 total
    About

    Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …

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

    Salesquared is a sales, marketing & business communication CRM. Their platform offers IVR Services, Android Telemarketing, Bulk sms & Voice campaigns, Email marketing, Drip Marketing & Sales CRM. their cloud-based …

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