AdvisorEngine (Junxure)
What is AdvisorEngine (Junxure)?
AdvisorEngine CRM, formerly known as Junxure, is a customer relationship management platform built specifically for Registered Investment Advisors and wealth management firms. It combines contact management, workflow automation, and client communication tools with a reengineered architecture aimed at faster page loads and firm level configuration.
The platform is used by over 1,400 advisory firms and includes drag and drop workflow building, online prospecting forms, email and letter templates, and unlimited data storage. It integrates with custodians such as Charles Schwab, Fidelity, and Pershing along with tools like Orion Advisor Services and Constant Contact.
Key Features of AdvisorEngine (Junxure)
Here are the powerful features that make AdvisorEngine (Junxure) stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Drag and drop workflow automation with interval based reminders
- Online form builder for turning website visitors into prospects
- Email and letter template creation for bulk or individual client correspondence
- Automatic email documentation in client history
- Firm level and individual user configuration
- Unlimited secure data storage at no extra cost
- Integrations with major custodians and portfolio management systems
- Internal analytics and client facing reporting
AdvisorEngine (Junxure) Pricing
Here are the pricing plans for AdvisorEngine (Junxure). Choose the plan that best fits your requirements and budget.
Custom
Custom
Minimum 3 users
AdvisorEngine does not publish pricing on its official site; firms must contact sales for a quote tailored to firm size and needs.
AdvisorEngine (Junxure) Specifications
Get a closer look at the technical specifications and system requirements for AdvisorEngine (Junxure). Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- smes
- enterprises
- phone
- training
- tickets
AdvisorEngine (Junxure) Videos
AdvisorEngine (Junxure) Screenshots
Alternatives of AdvisorEngine (Junxure)
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AdvisorEngine (Junxure) Comparisons
Compare AdvisorEngine (Junxure) with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall AdvisorEngine (Junxure) Reviews
Here's our unbiased review of AdvisorEngine (Junxure). Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.