• 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

    financial advisor client portal

    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.

  • 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

     

     

  • WHITE PAPER:

    7 Steps to Implementing CRM Technology

    How can you successfully adopt a new CRM platform that helps your firm streamline its operations and boost efficiency? This white paper outlines seven simple steps to get your firm embracing CRM technology. 

  • 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

Integrations


Is your CRM platform at the center of your business? Junxure and Junxure Cloud integrate with many custodians and portfolio management, reporting and back office solutions.

Schwab OpenView Gateway

TD Ameritrade VEO Intregration

Orion Integration

NetX 360 Integration

 

 

 

 

Financial CRM

15
years in business

 

 

 

financial CMR

98%
satisfaction rate

 

 

 

Financial CRM

$650
billion AUM

 

 

 

Financial CRM

12,000
users

 

 

 

Services

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.

Testimonials

"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