Bonsai
Junxure
Transfer contacts, activities, and more from Bonsai to Junxure. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Bonsai to Junxure 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
All-in-one business management for freelancers
Bonsai is a comprehensive business management platform built specifically for freelancers and small service businesses. It consolidates proposals, contracts, invoicing, time tracking, project management, and client CRM into a single solution to streamline operations and improve cash flow.
Comprehensive freelancer-specific solution
CRM for financial advisors, by financial advisors
Junxure, now AdvisorEngine CRM, is a specialized CRM platform built specifically for financial advisors, combining robo-advisor efficiency with personalized client service, workflow management, and deep custodian integrations.
Purpose-built for financial advisors
"CRM for financial advisors, by financial advisors"
Junxure, now AdvisorEngine CRM, is a specialized CRM platform built specifically for financial advisors, combining robo-advisor efficiency with personalized client service, workflow management, and deep custodian integrations.
Ideal for: Financial advisors and RIAs seeking a purpose-built CRM with workflow automation, custodian integrations, and comprehensive client relationship management.
Purpose-built for financial advisors
Deep custodian integrations including Schwab
Comprehensive workflow management
Digital account opening capabilities
Learn more at
advisorengine.com
See exactly which data objects transfer from Bonsai to Junxure
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Bonsai to Junxure.
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