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AdvisorEngine recognized as a LUMINARIES finalist for CRM transformation

AdvisorEngine is proud to announce it has been recognized for the platform transformation of Junxure into AdvisorEngine CRM.

For its CRM innovation efforts, AdvisorEngine has been named a finalist in ThinkAdvisor’s LUMINARIES Class of 2022 finalists in its executive leadership category.

Junxure was a powerful, purpose-built CRM for over twenty years. Its evolution to AdvisorEngine CRM in January was a combined effort across product, design and engineering teams, working in conjunction with our clients for valuable experience testing and feedback.

The product development journey followed three phases: First: upgrade the CRM’s infrastructure. Second: build deeper and more integrations with key third-party fintech and custodians. Third: develop a design system and brand-new capabilities to support a delightful experience. 

“The work to transform Junxure into AdvisorEngine CRM was nothing short of phenomenal,” says Rich Cancro, founder and CEO of AdvisorEngine. “I am so proud of our talented and dedicated team.”

“The feedback from clients has been energizing,” said COO Craig Ramsey. “It is rewarding to feel the result of our team’s hard work over four years.” 

Now in its second year, the LUMINARIES shine a spotlight on how individuals and firms are changing the investment advisory industry, according to ThinkAdvisor. The winners will be announced in November at a gala dinner in New York City.

If you’re interested in learning more about how AdvisorEngine can transform your business, you can sign up for a CRM demo here.

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This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.

Suleman Din

Suleman Din

Suleman Din is AdvisorEngine's Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Din launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, Din was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.

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