It smells like something is cooking in the advisor CRM world.
AdvisorEngine returned from MLK-day weekend by launching a revamped version of Junxure, the CRM it acquired in 2018 before AdvisorEngine was scooped up by Franklin Templeton. In addition to a slew of new features, AdvisorEngine is also dropping the Junxure brand name in favor of AdvisorEngine.
I’m also hearing quite a bit of talk that other independent CRMs for advisors are either being shopped or nearing a deal. There’s a lot of educated guesses about the specific buyers and sellers involved, but it sounds like there are several parties interested in only a few (at most) advisor-focused CRM companies.
Still a lot of smoke at this point, but you know what they say about smoke and fire. Either way, it looks like the CRM corner of the wealthtech market is suddenly active again.
Know anything about looming CRM deals or other story tips? Want to leave some feedback or ask a question? Or just want to chat about the NFL playoffs, “The Book of Boba Fett” or what you’re listening to on Spotify these days? As always, you can drop me an email or hit me up on Twitter. | | Ryan Neal
Technology Editor, Financial Planning
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