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Financial CRM Software

Junxure Cloud

CRM for wealth management firms, now sold as AdvisorEngine CRM, with workflow automation and dashboards

By AdvisorEngine

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  • Team Assignments
  • Online
  • Business Hours
  • Documentation
  • +13 more
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About Junxure Cloud

Junxure Cloud is a client relationship management system made for financial advisory and wealth management firms. Its current website presents it as AdvisorEngine CRM, part of the wider AdvisorEngine wealth technology platform.

Main features

  • Workflow engine: automates routine servicing tasks and tracks activity for every client, from simple to complex.
  • Contact and practice management: keeps client data organised so service can be personalised.
  • Prospect engagement: integrations that capture interest from first contact without coding.
  • Dashboards: visual reporting across the whole firm.
  • Migration services: a specialist team that helps move data and set up the system.
  • Administration tools: user management with tighter control over who can see and do what, plus stronger login security.

Clients

The system is designed for financial advisors and wealth managers.

Key facts

  • Serving advisors since: 2000
  • Developer: AdvisorEngine
  • Related tools: portfolio management, performance reporting and client portal in the same platform

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Team Assignments
  • Online
  • Business Hours
  • Documentation
  • Webinars
  • Live Online
  • In Person
  • iPhone / iPad
  • Web-Based, Cloud, SaaS
  • Android
  • Relationship Tracking
  • Household Tracking
  • Asset Management
  • Account Alerts
  • Expense Tracking
  • Lead Management
  • Marketing Management

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