AdvisorEngine is proud to announce it has been recognized for the platform transformation of Junxure into AdvisorEngine CRM.
For its CRM innovation efforts, AdvisorEngine has been named a finalist in ThinkAdvisor’s LUMINARIES Class of 2022 finalists in its executive leadership category.
Junxure was a powerful, purpose-built CRM for over twenty years. Its evolution to AdvisorEngine CRM in January was a combined effort across product, design and engineering teams, working in conjunction with our clients for valuable experience testing and feedback.
The product development journey followed three phases: First: upgrade the CRM’s infrastructure. Second: build deeper and more integrations with key third-party fintech and custodians. Third: develop a design system and brand-new capabilities to support a delightful experience.
“The work to transform Junxure into AdvisorEngine CRM was nothing short of phenomenal,” says Rich Cancro, founder and CEO of AdvisorEngine. “I am so proud of our talented and dedicated team.”
“The feedback from clients has been energizing,” said COO Craig Ramsey. “It is rewarding to feel the result of our team’s hard work over four years.”
Now in its second year, the LUMINARIES shine a spotlight on how individuals and firms are changing the investment advisory industry, according to ThinkAdvisor. The winners will be announced in November at a gala dinner in New York City.
If you’re interested in learning more about how AdvisorEngine can transform your business, you can sign up for a CRM demo here.
