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AdvisorEngine Announces New, Deeper Junxure Integrations

These integrations include data flow improvements between the CRM application and Orion platform, as well as with Constant Contact and MyRepChat

Junxure, the well-known, long-lived customer relationship management application at the heart of many a large registered investment advisor firm has some newly announced deeper integrations with three third-party technology vendors.

AdvisorEngine, the current owner of Junxure, announced the integrations Thursday, which include heavy-duty application programming interface work in collaboration with Orion Advisor Services as well as Constant Contact and MyRepChat. Meant largely to help power advisory firms’ marketing and communication efforts with prospects and clients, the integrations will allow simultaneous access of CRM and portfolio data.

The deepened Orion integration creates a seamless flow of data between the CRM and Orion’s portfolio accounting and rebalancing tools, according to AdvisorEngine. This means users can access Orion’s portfolio accounting data without needing to leave the Junxure platform, and contact changes made in Junxure will automatically update contact records in Orion. The integration is bidirectional too, as data from Orion will automatically update portfolio data in Junxure.

A modern API framework powers the Constant Contact integrations, which will allow advisors to both export and import contact data to and from Junxure. This means advisors can take full advantage of data they have already entered into the Junxure CRM to run their email marketing campaigns.

The third integration is around an area advisors have been clamoring for generally for years: enabling compliant texting with clients. An API integration with MyRepChat means Junxure users will be able to easily sync all of their client and prospect contacts into MyRepChat. Once synced, text messages sent through MyRepChat are then delivered into the Junxure CRM to create a unified communication hub for advisors.

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