• The most awarded CRM for financial advisors







  • Try Junxure Cloud Free for 60 Days

    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.  

  • financial advisor client portal


    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.



  • Exclusive White Paper!


    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



  • Imagine...
    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.


financial advisor crm

A CRM that thinks like an advisor. Streamline workflow, reduce IT overhead, and provide clients with consistent, high-level service.

Integrated cloud CRM
Integrated cloud CRM platform that helps streamline operations
Central Repository
Capture client demographics, documents and financial data in one central location
financial advisor crm

The industry standard on-premise CRM for advisors. Created exclusively for advisors based on the experiences of an advisor.

financial advisor crm
On-premise CRM solution
The standard in CRM technology, a scalable on-premise CRM solution
financial advisor crm
Manage workflow
Manage workflow with total office management features





Financial CRM

years in business




financial CMR

satisfaction rate




Financial CRM

billion AUM




Financial CRM






Capitalize on the richness of our products with consulting and training provided by industry experts, smooth data import services, industry leading technical support, and more.


"Junxure is one of the best purchases I have made to help my company continue to grow."
Cynthia S. Meyers, MBA, CFP®
Financial Telesis Inc.

financial advisor crm
“A fast, cloud-based CRM that will run our office and is easy to set up and maintain.”
George Taylor
Temenos Advisory, Inc.

"Junxure Cloud took minimal time to learn how to set it up and did not require additional overlays."
Jim Beall
Beall Financial Planning, Inc.

financial advisor crm
“The recording capabilities that Junxure has are incredibly helpful to us.”
Tiffany Brynteson, CRPC
FFP Wealth Management