VanillaSoft
Junxure
Transfer contacts, companies, deals, and more from VanillaSoft to Junxure. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your VanillaSoft 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
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
Sales engagement platform for high-velocity teams
VanillaSoft is an all-in-one sales engagement platform with real-time lead management, compliant auto-dialer, and powerful automation tools. It specializes in optimizing sales processes for inside sales teams and fundraising organizations.
Built-in VoIP with enterprise-level call quality
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 VanillaSoft to Junxure
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from VanillaSoft to Junxure.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
