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  • 4.8 / 5.0 (1430)
    17+ References
  • 4.8 / 5.0 (1361)
    7+ References
  • 4.8 / 5.0 (1836)
    75+ References

AdvisorEngine CRM Testimonials

  • "Love the practical application of the tools provided by Junxure to solve challenges our office faces in tracking an already existing culture of compliance."

  • "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."

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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 …

  • Salesmate
    Reference Rating
    4.8 / 5.0
    Customer References 75 total
    About

    Salesmate is an all in one cloud-based CRM that enriches customer interactions, boosts sales productivity and helps win more deals. Salesmate CRM provides an easy to use solution to simplify …

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