Junxure

#16 in Financial Services CRM

Raleigh, NC

Products on G2

Total reviews

4.0

Avg. star rating

AdvisorEngine CRM ranks #16 in Financial Services CRM.
Junxure's 1 product span 1 category on G2.
Small Business is the largest segment among reviewers, at 92.3%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Junxure's products.

Page views and citations · Junxure

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Microsoft

1 switched

Losing to

Based on reviewers of other products who said they switched from Junxure.

Practifi

Wealthbox

Orion Advisor Tech

Hubly

Key stats

—

#16

Small Business

2000

Raleigh, NC

Adoption by company size

Segment	Share of reviews
Small Business	92.3%
Mid-Market	7.7%
Enterprise	0.0%

Quarterly history

Quarter	Total reviews	Avg. rating
2024 Q4	1	4.5

About Junxure

Junxure is a service provider of customer relationship management (CRM) solutions tailored specifically for financial advisors and wealth management professionals. It offers a robust platform designed to streamline operations, enhance client interaction, and improve overall office efficiency by automating tasks and managing client data effectively. Junxure's CRM system integrates seamlessly with various financial tools and applications, supporting advisors in delivering exceptional service while gaining insights into client needs and behaviors.

Products

AdvisorEngine CRM

by Junxure · 26 reviews

4.0

Showing 1 of 1

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