Listrak
Junxure
Transfer contacts, activities, and more from Listrak to Junxure. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Listrak 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
Person-first marketing automation platform
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Cross-channel marketing (email, SMS, push notifications)
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 Listrak to Junxure
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Listrak to Junxure.
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