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  • 4.8 / 5.0 (1374)
    17+ References
  • 4.7 / 5.0 (2015)
    6+ References
  • 4.8 / 5.0 (872)
    10+ References

AdvisorEngine CRM Testimonials

  • "Junxure is truly a business partner. They have a great team. The best training experience I've had with any vendor is with Junxure - very professional, and well worth the extra money. Other vendors could learn a thing or two from how they do it at Junxure."

  • “Through the Accounts tab on ClientView Live we can post consolidated information on their other holdings, such as 401(k)s, Annuities and other retirement assets. Our clients only have to look at their private website to see where they stand vs. logging into multiple other websites, which is a huge convenience …

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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 …

  • RevCult
    Reference Rating
    4.7 / 5.0
    Customer References 6 total
    About

    RevCult helps companies break revenue records by identifying and implementing the best technology and strategies for sustainable and profitable growth.

  • Ultimate Lead
    Reference Rating
    4.8 / 5.0
    Customer References 10 total
    About

    Ultimate Lead Systems is a leader in sales lead management and customer relationship management (CRM) Software-as-a-Service and support services that help companies maximize return on marketing investment (ROI). For over …

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