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AdvisorEngine Buys CRM Platform Junxure, WisdomTree pledges $30 million to further growth and technology

As advisors come under pressure to compete on price and margin pressure becomes more intense than ever, “Advisors have to service more assets and accounts and do so as efficiently as possible — so we are automating and digitizing everything,” says Rich Cancro, AdvisorEngine CEO.  The firm is “fully committed” to open-architecture technology. “We know that every advisory firm is different, so we believe in delivering powerful workflows that are CRM-agnostic. Regardless of their contact management system of choice, all AdvisorEngine users will benefit from the Junxure acquisition."