CRM Showdown

Wealthbox vs. Junxure CRM

Clunky? Bloated? Hard to use? Don’t let AdvisorEngine/Junxure CRM hold you back. Wealthbox is the new, modern CRM for financial advisors with an amazing user experience. No training required. Compare the two now. Game on!

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Wealthbox

Wealthbox is the most modern CRM in the market, offering advisors with intuitive “sign up and go” simplicity to get started with ease. Try it now.

AdvisorEngine CRM Logo Square

Junxure CRM

Founded over 20 years ago, the Junxure CRM product has been through two acquisitions of asset management firms and is now rebranded to AdvisorEngine.

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealthtech CRMs by G2, the leading software review site.

Why advisors choose Wealthbox over Junxure CRM

We’re frequently asked why financial planners are switching from Junxure CRM to Wealthbox. Here are the top reasons.

Simple Setup

Low Switching Cost

Better Email Integration

Designed for Advisors

Comparable Features

Intuitive and Time-Saving

No Training Required

Friendly, Responsive Support

Better Collaboration

An Open API

Better Mobile Apps

Better Price

Wealthbox vs Junxure CRM: What users are saying

We could talk more about the differences between Wealthbox and Junxure CRM/AdvisorEngine, but we’ll let the users speak for themselves. As you’ll see, Wealthbox is the winner.

Wealthbox Logo White
Junxure CRM Logo

Capterra Reviews

Ease of Use

4.8
4.3

Features

4.4
4.1

Value for Money

4.8
4.6

G2 Reviews

Ease of use

9.4
7.6

Ease of setup

9.3
8.1

Ease of admin

9.6
7.7

Quality of support

9.0
8.7

Task management

9.1
9.0

Capterra Reviews

Ease of Use

Features

Value for Money

G2 Reviews

Ease of use

Ease of setup

Ease of admin

Quality of support

Task management

Wealthbox Logo White
4.8 stars
4.4 stars
4.8 stars
9.4 / 10
9.3 / 10
9.6 / 10
9.0 / 10
9.1 / 10
Junxure CRM Logo
4.3 stars
4.1 stars
4.6 stars
7.6 / 10
8.1 / 10
7.7 / 10
8.7 / 10
9.0 / 10

All ratings are as of May 2023

Keep your CRM data, import from AdvisorEngine with ease.

When you switch to Wealthbox, we help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way.

Image of folders representing the easy data migration from AdvisorEngine Junxure CRM to Wealthbox

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

Image of Catherine Chaney Bowman of DMK Advisor Group

Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Image of Charesse Spiller Fintech Consultant at Level Best

Charesse Spiller

Fintech Consultant at Level Best

Upgrade from Junxure CRM to Wealthbox

Start a free 14-day trial. See for yourself why so many advisors are switching to Wealthbox.

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Get Started Free

Full access. No credit card needed.

Image of Amber, Head of Customer Migrations at Wealthbox