Activity tracking
Follow workflow progress for each client.
Junxure
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About Junxure
AdvisorEngine CRM provides activity tracking to follow workflow progress for each client. The software is designed for financial advisors and helps firms organize client data, manage prospect engagement, and personalize client interactions. Contact management supports customized communications, while practice management tools automate tasks and digitize client service workflows. Growth tools connect prospect engagement with integrations, and dashboards turn firm data into visualizations. The wider AdvisorEngine platform also offers digital onboarding, portfolio management tools, data consolidation, goals-based planning, rebalancing, performance reporting, fee billing, and a client portal. Services for firms include migration and onboarding, training, and support. Junxure is associated with AdvisorEngine CRM, a technology product for financial advisory firms.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Highlights
Contact management
Organize client data and personalize communications.
CRM dashboards
Visualize firm data to support business decisions.
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