List of AdvisorEngine CRM (ex. JunxureCRM Clientview) Customers
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Since 2010, our global team of researchers has been studying AdvisorEngine CRM (ex. JunxureCRM Clientview) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AdvisorEngine CRM (ex. JunxureCRM Clientview) for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AdvisorEngine CRM (ex. JunxureCRM Clientview) for CRM include: RBC Dominion Securities, a Canada based Banking and Financial Services organisation with 6000 employees and revenues of $1.20 billion, Seneschal Family Office, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Foundation Financial Planning, a United States based Banking and Financial Services organisation with 2 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using AdvisorEngine CRM (ex. JunxureCRM Clientview), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Foundation Financial Planning | Banking and Financial Services | 2 | $1M | United States | AdvisorEngine | AdvisorEngine CRM (ex. JunxureCRM Clientview) | CRM | 2006 | n/a |
In 2006, Foundation Financial Planning implemented AdvisorEngine CRM (ex. JunxureCRM Clientview) as a CRM/process automation deployment in the United States. The AdvisorEngine CRM implementation centralized contacts, tasks and calendars and enabled hosted remote access to support team communication and client service.
The deployment configured core CRM contact management, task automation and calendar synchronization, and incorporated PortfolioCenter imports to consolidate portfolio data into unified client records. The architecture used a hosted remote access model to provide advisors in Minneapolis, Minnesota with offsite connectivity and a single client view.
Operational scope emphasized advisory operations and client service workflows within the firm, streamlining scheduling, task assignment and client record reconciliation. Rollout completed in August 2006 and produced improved team communication and client service as documented in the firm’s Junxure/AdvisorEngine case study.
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RBC Dominion Securities | Banking and Financial Services | 6000 | $1.2B | Canada | AdvisorEngine | AdvisorEngine CRM (ex. JunxureCRM Clientview) | CRM | 2016 | n/a |
In 2016, RBC Dominion Securities deployed AdvisorEngine CRM (ex. JunxureCRM Clientview) Category: The deployment centralized client relationship management for the firm’s wealth advisors, administrative assistants, and client service specialists, establishing AdvisorEngine CRM as the primary CRM for client lifecycle orchestration across investment advisory and operations functions.
AdvisorEngine CRM was configured to support calendaring and meeting orchestration, automated generation of meeting preparation documents, daily and weekly transactional reporting, portfolio review packages, client statements, tax slips, and security trend reports. The platform supported trade and transaction workflows with settlement controls for transactions valued between $100 to $1M, and was used to prepare account opening paperwork, account transfers, and estate payout documentation. Workflows included template-driven document assembly and process automation for meeting scheduling, transaction ticket tracking, and routine client communications.
Operational use of AdvisorEngine CRM was closely coordinated with other systems used by RBC Dominion Securities staff, including Berton, DSNet, Clientsource, Clientview, JEFE, and Tradelink, to consolidate client data, reporting, and trade processing across investment advisors, specialists, and administrative assistants. Governance emphasized standardized meeting preparation and reporting processes driven by the CRM, with role-based access controls to support high net worth client relationship management. The implementation focused on functional coverage across client engagement, trade processing, and account administration rather than specific infrastructure topology.
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Seneschal Family Office | Banking and Financial Services | 10 | $3M | United States | AdvisorEngine | AdvisorEngine CRM (ex. JunxureCRM Clientview) | CRM | 2020 | n/a |
In 2020 Seneschal Family Office implemented AdvisorEngine CRM, ex. JunxureCRM Clientview, as a CRM deployment to consolidate client relationship management and reporting. The implementation year is an estimate based on the vendor case study describing the CRM focused deployment at Seneschal Advisors in University Place Tacoma Washington.
AdvisorEngine CRM was configured to deliver purpose built advisor workflows and CRM capabilities, including contact and household management, activity tracking, and advisor task orchestration aligned to wealth advisory operations. The engagement included explicit integrations with PortfolioCenter and Schwab to bring portfolio and custody data into the CRM and support a unified client and account view. Reporting and dashboarding were implemented to provide near real time reporting and operational visibility for advisor operations and client service functions.
Operational scope emphasized front office advisor workflows and client service processes within the small firm context of about 10 employees, aligning CRM configuration to day to day advisory intake, client reporting, and service workflows. Governance centered on configuration driven workflows and reporting standards to improve consistency of activity capture and client communications. The deployment delivered purpose built advisor workflows, PortfolioCenter and Schwab integrations, and near real time reporting to improve operational visibility and reporting.
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