AdvisorEngine Unveils New Visual Identity and Website for Junxure CRM Product, Continues Company Evolution

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired Junxure, a leading CRM solution for financial advisors. The company unveiled an updated look across Junxure’s digital marketing channels, including a new logo and website aligned with the AdvisorEngine brand.  

The new logo for the CRM features a stylized “X” that pays homage to Junxure’s original design and tagline, “where information and action meet.” Junxure’s original navy and orange colors have been exchanged for a more modern blue and green scheme to reflect AdvisorEngine graphic standards. The new logo and colors appear now on the Junxure’s redesigned website and social media accounts. The company also announced that its Junxure Cloud product will now be referred to solely as “Junxure,” while its Junxure Desktop product will retain its current name.

“This new brand identity builds upon Junxure history and opens the door to the future of smart automation,” said Craig Ramsey, Chief Operating Officer of AdvisorEngine. “Today’s announcement brings in a new era for Junxure. It is a small but important step in our journey.”

“Following the Junxure acquisition, financial advisors have shown tremendous excitement about our vision,” said Rich Cancro, founder and CEO. “We are thankful for the support of Junxure clients and look forward to continued investment in new functionality and third party integrations.”

AdvisorEngine will continue to offer the CRM as a standalone product, without a change in pricing structure, and is investing to further enhance features and functionality.


The change comes at an exciting time for the company. In the five months since Junxure was acquired, CRM sales are proceeding at a record pace, putting Junxure on track for the best sales in its 17-year history. To support innovation and client support, AdvisorEngine has made key hires in Raleigh, expanding personnel by 25 percent so far this year.

The company is also preparing for its annual conference, to be held in Nashville from October 10-12, 2018; it is expected to be the company’s biggest ever conference since its inaugural 2013 event.

Advisors attending the Pershing iNSITE 18 conference in Orlando June 6-8 can visit the AdvisorEngine booth #114 to view the new look and feel of Junxure CRM.

Advisors attending TD Ameritrade Institutional Elite LINC 2018 conference in Colorado Springs June 5-8 can visit the AdvisorEngine booth to learn more.


AdvisorEngine works with forward-thinking financial advisors to create personal, scientific and beautiful experiences. Their wealth management technology platform applies smart automation to mission-critical advisor activities. AdvisorEngine serves 15,000 users across 1,500 firms with over $600 billion in network assets. The AdvisorEngine team is made up of enterprise technologists, data scientists, product managers, designers, futurists and business builders. For more information, please visit

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