AdvisorEngine
Gem
Transfer contacts, activities, and more from AdvisorEngine to Gem. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Gem migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
AI-first all-in-one recruiting platform
Gem is an AI-powered recruiting platform that combines candidate relationship management, applicant tracking, sourcing, and scheduling in one unified system. It consolidates candidate data from multiple sources, automates outreach, and provides insights to help recruiting teams build talent pipelines and hire faster.
AI-first platform with intelligent candidate matching
"AI-first all-in-one recruiting platform"
Gem is an AI-powered recruiting platform that combines candidate relationship management, applicant tracking, sourcing, and scheduling in one unified system. It consolidates candidate data from multiple sources, automates outreach, and provides insights to help recruiting teams build talent pipelines and hire faster.
Ideal for: Mid-market to enterprise organizations seeking an AI-powered recruiting platform that consolidates talent pipeline management and automates hiring workflows.
AI-first platform with intelligent candidate matching
Unified CRM and ATS capabilities
800+ million candidate profiles for sourcing
Automated multi-stage email outreach
Learn more at
gem.com
See exactly which data objects transfer from AdvisorEngine to Gem
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Gem.
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Prefer email? talk@ambrstack.com
