AdvisorEngine
Tekion
Transfer contacts, companies, activities, and more from AdvisorEngine to Tekion. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Tekion 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
First end-to-end cloud native automotive platform
Tekion is an AI-powered automotive retail cloud platform providing dealerships with unified DMS, CRM, digital retail, analytics, and payment solutions, founded by Tesla's former CIO to disrupt legacy dealer management systems.
First cloud-native automotive retail platform
"First end-to-end cloud native automotive platform"
Tekion is an AI-powered automotive retail cloud platform providing dealerships with unified DMS, CRM, digital retail, analytics, and payment solutions, founded by Tesla's former CIO to disrupt legacy dealer management systems.
Ideal for: Automotive dealerships seeking a modern, cloud-native platform that unifies DMS, CRM, digital retail, and analytics with AI-powered automation.
First cloud-native automotive retail platform
AI-powered CRM with smart automation for lead management
Unified DMS, CRM, digital retail in one platform
Founded by Tesla's former CIO with automotive tech expertise
Learn more at
tekion.com
See exactly which data objects transfer from AdvisorEngine to Tekion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Tekion.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
