AdvisorEngine (Junxure)
VerifiedCRM for RIAs and financial advisors built to automate workflows and client service
See all screenshots - Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for SMEs, Enterprises
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)
AdvisorEngine (Junxure) lists 8 documented features, including Drag and drop workflow automation with interval based reminders, Online form builder for turning website visitors into prospects and Email and letter template creation for bulk or individual client correspondence. The list below covers what the product does rather than how it is marketed.
- 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
AdvisorEngine (Junxure) lists 1 plan without published figures. Pricing is quoted on request.
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
AdvisorEngine (Junxure) is available on web app.
- Deployment
- Cloud Based
- Billing cycle
- Monthly
- Desktop
- Web App
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Tickets
- Integrations
- Charles Schwab, Fidelity, TD Ameritrade, Pershing, Orion Advisor Services, Constant Contact, MyRepChat
- Public API
- No
- Free trial
- No
- Free plan
- No
- Runs in browser
- Yes
- Customisable
- Yes
- Website
- advisorengine.com
AdvisorEngine (Junxure) Videos
AdvisorEngine (Junxure) Screenshots
AdvisorEngine (Junxure) Comparisons
Side by side comparisons of AdvisorEngine (Junxure) against 3 other Financial CRM Software options listed here.
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Alternatives to AdvisorEngine (Junxure)
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