
AdvisorEngine

iCIMS
Transfer contacts, companies, activities, and more from AdvisorEngine to iCIMS. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to iCIMS 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
Prefer email? talk@ambrstack.com
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

The talent cloud company
iCIMS is a comprehensive enterprise talent acquisition platform that streamlines recruitment, onboarding, and internal mobility through integrated tools including an ATS, CRM, career site builders, and AI-powered recruiting features.
Comprehensive Talent Cloud with ATS, CRM, and onboarding tools

"The talent cloud company"
iCIMS is a comprehensive enterprise talent acquisition platform that streamlines recruitment, onboarding, and internal mobility through integrated tools including an ATS, CRM, career site builders, and AI-powered recruiting features.
Ideal for: Enterprise organizations seeking a full-suite talent acquisition platform with robust ATS, CRM, and onboarding capabilities.
Comprehensive Talent Cloud with ATS, CRM, and onboarding tools
Serves 40% of Fortune 100 companies
Over 800 third-party integrations including LinkedIn and Workday
AI-powered digital assistant for candidate engagement
Learn more at
icims.com
See exactly which data objects transfer from AdvisorEngine to iCIMS


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to iCIMS.
Explore other popular CRM migrations similar to AdvisorEngine to iCIMS
Need to go the other way? We support bidirectional migrations.
iCIMS → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com