How AI describes Junxure

AdvisorEngine CRM is a wealth-management CRM and platform that centralizes client data and workflows to support onboarding, portfolio management, performance reporting, fee billing, and client portals. Built by advisors for advisors, it emphasizes human-centered design, automated practice management, contact management, dashboards, and integrations that personalize client interactions at scale. Pricing starts at $69 per user per month (minimum three users, annual billing), with a no-code approach to integrations and growth tools that help firms engage prospects from the first contact.