Two industry innovators. Joining Forces.

We are excited to announce that AdvisorEngine has
acquired Junxure – provider of the industry’s most
awarded CRM. The combination creates new opportunities for financial advisors to incorporate smart automation and deepen client relationships.


Over the last twenty years, Junxure’s CRM software has helped financial advisors
deepen client relationships and run better businesses. The company has exemplified
the phrase ‘by advisors, for advisors‘ – earning a 98% satisfaction rate across 12,000
passionate financial advisors and operations leaders. AdvisorEngine is proud to
welcome Junxure employees and we are thrilled to begin working with Junxure clients.

This combination brings tremendous benefits for AdvisorEngine clients, enhancing
our product offering and practice management consulting expertise. Some
acquisitions are driven by cost synergies – this is not one of those deals. We will be
making new hires across our offices in Atlanta, New York and Raleigh; investing
significant resources to further enhance Junxure capabilities; and deepening third- party integrations within our ecosystem, including partnerships with other leading CRM providers.

This announcement comes at an exciting time for AdvisorEngine. By working with
forward-thinking advisors, we are creating the future of financial advice – one that is personal, scientific and beautiful.

The next frontier of innovation within financial services is happening at the intersection of personal relationships, data science and automation – which makes native CRM functionality especially powerful.
— Rich Cancro, AdvisorEngine Founder & CEO

I have known Rich for years, so I am truly excited about this next chapter for Junxure clients and employees. The team at AdvisorEngine shares our values, our culture and our philosophy on client service.
— Greg Friedman, Junxure Co-Founder & President

For more information

Click here to read the press release

Go to Junxure.com

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