AdvisorEngine CRM
CRM from AdvisorEngine, formerly sold under the Junxure name.
advisorengine.comAdvisorEngine CRM is a workflow-oriented client management system for advisory firms. AdvisorEngine renamed Junxure to AdvisorEngine CRM in January 2022 after rebuilding it on a new architecture, and its site says the CRM is meant to automate daily team tasks.
Junxure's maker, CRM Software Inc., was founded in 2001 and bought by AdvisorEngine in 2018. Franklin Templeton acquired AdvisorEngine in 2020; the company's site does not state its current owner, and no 2026 report of a change was found.
What it does
- Workflow automation
- Task management
- Client records
Coverage
- Franklin Templeton adds to RIA distribution team and widens product focus
Financial ADVSR, Oct 29
- Jump pushes AI beyond note-taking into live Schwab and Fidelity account opening
Financial ADVSR, Oct 8
Others in CRM
All CRM vendors- PractifiCRM for registered investment advisers, built on the Salesforce platform.
- RedtailCRM, archived texting, imaging and email tools for financial advisors, owned by Orion.
- WealthboxCloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.
- Salesforce Financial Services CloudSalesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
- SkienceWealth management CRM and consulting firm that builds on the Salesforce platform.