AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Junxure does exactly what we need"
What do you like best about AdvisorEngine CRM?
Workflows are great. This is a CRM for the support team. UIRecord ID is a great data point for matching. Easily integrates with our custodian. It is robust without being too overwhelming. Review collected by and hosted on G2.com.
What do you dislike about AdvisorEngine CRM?
I would love the ability to add interests on the fly, and be able to give that ability to users as needed instead of allowing them full access to the List Data Maintenance feature. Review collected by and hosted on G2.com.