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AdvisorEngine Support Training Migrations


Industry-leading technical support

Month after month our clients give our tech support a 98% approval rating. That's just one of the reasons we retain 96% of our clients each year.

Our support specialists are available to answer your questions and troubleshoot if necessary. 

Phone: 866.586.9873, option 1
Email: support@junxure.com

Monday through Thursday 9am-8pm (Eastern)
Friday 9am-6pm (Eastern)

No time to call or email? Junxure clients also receive unlimited access to online self-help resources, including video tutorials. 

Data migration services: Let us help you make a smooth transition

Don’t let the prospect of migrating massive amounts of data from your legacy systems prevent you from upgrading your CRM solution. We have helped countless firms make a smooth transition to Junxure. We can do the same for you.

Start off right with data migration services and you can:

  • Rely on just one CRM - no need to use your old and new programs in tandem
  • Maintain accurate records - no time gap in data
  • Do less manual entry - let us, not an intern, populate your new CRM

System Requirements

Compatible Browsers:

  • Google Chrome (latest public release)
  • Edge
  • Firefox (latest public release)

Mobile Devices: Junxure Cloud is compatible with Apple iPads and iPhones on iOS 9.1 through Safari. 

Email Integration: Microsoft Exchange (2007 SP1 and higher with Exchange Web Services enabled) and Gmail (Google Apps for Work, SMTP only) are compatible with Junxure Cloud email integration. Full email workflow integration (email handling, contact export, some calendar functions) requires local installation of Outlook Professional 2010, 2013 or 2016. Contact Junxure Sales for details.

Calendar Integration: Microsoft Exchange (2007 SP1 and higher with Exchange Web Services enabled) and Google Calendar (Google Apps for Work) are compatible with Junxure Cloud.

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