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.

What Junxure Cloud offers

• 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.

Who it works with

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