Short answer
Migrating from Junxure or AdvisorEngine CRM to Salesforce Financial Services Cloud moves contacts, households, notes, activities and workflows into FSC, so firms on a retired or legacy advisor CRM get a platform with stronger automation, reporting and integrations.
Why firms make this move
AdvisorEngine retired the Junxure brand, and many firms still run on it or its successor CRM. Moving to FSC is a chance to clean up years of history and connect custodians and portfolio systems properly. Vantage Point has migrated Junxure data for wealth firms, including programs that combined several acquired firms' CRMs into one Salesforce org.
What moves
- Contacts and households
- Notes and activities with original dates
- Workflows and service history
- Custom fields and categories
- Documents where available
How the data maps
| From | To |
|---|---|
| Contact | Person account or contact |
| Household | Household account |
| Action / activity | Task or event |
| Note | Note |
| Workflow | Action plan, case or flow |
What to watch out for
- Export formats and access to the legacy database
- Inconsistent household data
- Duplicate records from acquisitions
- Legacy history that is not worth moving
How Vantage Point runs the migration
- Discovery and data inventory: what exists, what is clean, what is worth moving
- Target design: objects, record types, households or companies, ownership and security
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 6 to 12 weeks, longer when several acquired firms' data is combined.
Frequently asked questions
Can we bring over history from acquired firms too?
Yes. Multi-source migrations are run in waves with a shared mapping and deduplication rules.
What if our Junxure data is messy?
That is common. Cleanup and deduplication happen before the load, guided by rules you approve.