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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 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.

On-premise CRM solution
The standard in CRM technology, a scalable on-premise CRM solution
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.

Junxure Advisor Conference

October 8-9, 2015 | Four Seasons Hotel,  Las Vegas NV

The Junxure Advisor Conference brings together the advisor community to share the latest trends, best practices, and new ideas that help firms leverage technology toward growth and profitability. Our second annual conference was a sell-out event. 

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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.

“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.

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