We put the
relationship in CRM

Have you seen the new
Junxure CRM?

AdvisorEngine Wealth Management Technology - Junxure CRM for Financial Advisors
AdvisorEngine Wealth Management Technology - Junxure CRM for Financial Advisors
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BENEFITS

Where information
meets action

Spend less time managing data and more time managing clients
High-touch client service at scale Icn
High-touch client
service at scale
Make sure every client receives the personalized wealth management experience they deserve with automated workflows and at-a-glance service monitoring.
Full transparency into irm-wide activity Icn
Full transparency
into firm-wide activity

Stay on top of workflow progress for every client, from the simplest to the most complex, with powerful activity tracking functionality.

Seamless, personalized reporting Icn
Seamless,
personalized reporting

Drill down into the specific data you need to make better decisions for your clients and business.

FEATURES

Powerful turnkey CRM functionality

Professionalize your operating model without hiring a consulting firm

Service monitor

Our powerful service monitor feature automates tasks, from standard onboarding efforts to highly complex workflows, making it easy for you to ensure every client receives the right level of service. Dynamic reports allow you to see immediately if tasks are on track or if action is required.

AdvisorEngine Wealth Management Technology - Junxure CRM Workflows
Advanced
custom fields

You can create an unlimited number of custom fields within your client data, with no complicated coding required. Easily run reports on each expanded field to obtain the insights you need to make informed decisions, prepare for client meetings, and better understand your book of business.

AdvisorEngine Wealth Management Technology - Junxure CRM Custom Fields
Webform
connectivity

Our connectivity capabilities integrate with contact forms on your website so that any information prospects or clients fill out online flows seamlessly into your CRM, making it effortless for you to take quick action on new opportunities. You can also build and edit your web forms right from the CRM interface no coding required.

AdvisorEngine Wealth Management Technology - Junxure CRM Webforms
Reporting

Built-in reports allow you to make efficient assessments globally across your entire client base and can be adjusted or expanded to meet your firm’s specific needs. You can also quickly and easily query on any data point within the CRM.

AdvisorEngine Wealth Management Technology - Junxure CRM Reporting
Card-based design

Easily access your most important tasks and create the views you need to run your day the way you want to with customizable, card-based widgets personalized by role.

AdvisorEngine Wealth Management Technology - Junxure CRM Widgets
Tip Sheet:

The cost of CRM software for financial advisors

How much does CRM cost? Here are some
insights into costs and factors to consider
so you can be a savvy buyer.

AdvisorEngine Wealth Management Technology - Junxure CRM Tip Sheet
WHAT ADVISORS HAVE TO SAY

Hear from advisors improving
client relationships with our CRM

Fill 1

We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs.”

Melissa Corso

Chief Compliance Officer,
JMS Capital

Fill 1

Excellent CRM! The ease of navigation, the layout is great and the support team is always very helpful. I like that it is easy to run reports on almost anything available in the system. Document retention is great as well with sub-folders for ease of locating particular important documents. I have been using AdvisorEngine for almost 14 years and it has improved so much since I started using it.”

Laura B

Client Services Associate,
Company Confidential

Pricing

Get up and running in no time with flexible pricing options
built to meet your team’s specific needs

$65
per user, per month - billed annually

Access to all features
Priority support
Unlimited document storage
Complimentary data migration

Ready to take your
relationships to the next level?

Get in touch today to see a personalized demo