AdvisorEngine
Jenesis
Transfer contacts, companies, activities, and more from AdvisorEngine to Jenesis. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Jenesis 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
Insurance agency management system made simple
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Built specifically for independent insurance agencies
"Insurance agency management system made simple"
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Ideal for: Small to mid-size independent insurance agencies seeking an affordable, all-in-one management system with CRM, policy management, and marketing tools.
Built specifically for independent insurance agencies
Integrated ACORD forms library
Carrier downloads and real-time policy inquiry
Commission tracking and credit card processing
Learn more at
jenesissoftware.com
See exactly which data objects transfer from AdvisorEngine to Jenesis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Jenesis.
Explore other popular CRM migrations similar to AdvisorEngine to Jenesis
Need to go the other way? We support bidirectional migrations.
Jenesis → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
