The next generation in CRM technology, Junxure Cloud helps you manage your business so that you can spend more time where it counts - on your clients.
A CLIENT PORTAL FOR ADVISORY FIRMS
ClientView provides an integrated wealth reporting, document management and digital service platform for your advisory firm that works with Junxure Cloud and your existing portfolio management system. Designed with you and your clients in mind, our portal will help your firm deliver the ultimate client experience.
Junxure CEO Greg Friedman shares his 7 steps to unlocking
the power of a people-first culture from his recent book,
Advisory Leadership. Download this free white paper now,
or get a copy of his book at Amazon.com
All of Your Technology in One CRM Platform
Meaningful integrations do more than simply push data back-and-forth. That's why we develop deeper integrations with custodians and portfolio management applications - to make Junxure Cloud more valuable to advisors.
A CRM that thinks like an advisor. Streamline workflow, reduce IT overhead, and provide clients with consistent, high-level service.
The industry standard on-premise CRM for advisors. Created exclusively for advisors based on the experiences of an advisor.