AdvisorEngine (Junxure)

AdvisorEngine (formerly Junxure) combines CRM and portfolio management tools for financial advisors. It unifies client information, goals-based planning, and investment data. Advisors can automate rebalancing or billing. A client portal supports on-demand reports. AdvisorEngine suits wealth managers or RIAs wanting an integrated CRM + portfolio platform that centralizes client communication, organizes tasks, and automates advisory workflows in one solution.