financial advisor client portal

Junxure ClientView®

A Client Portal for Advisory Firms

 

Junxure 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.

financial advisor crm

 AboutWhyBenefitsHow it WorksDemoPricing 

financial advisor crm

financial advisor client portal

VISUAL

You and your clients consume information differently today than in the past. With robo-advisors, online tools and mobile apps-static PDFs and paper are not as impactful. Now you can unlock your data with rich graphics, interactive charts and easy to read reports. All from an online & mobile friendly application that is fully branded with your firm's logo and colors.

financial advisor client portal

INTEGRATED

A single source for advisors & clients with access to investment data, important documents and content. We integrate with your existing portfolio management system to generate rich & dynamic reporting, a document center, social elements and content management allowing your clients to have a single-source you control for their investment information.

financial advisor client portal

POWERFUL

We are becoming the standard for financial firms wanting to do more with their current technology assets. Junxure ClientView®'s targeted interface allows for quick and efficient transfer of knowledge from you to your client in between scheduled meetings and calls, while enabling seamless visualization of client data and up-to-the-minute availability of documents.

financial advisor client portal

 

Why Junxure ClientView®?

financial advisor client portal

Portfolio management systems are not great at visualization of investment data, and traditional client portal solutions have fallen short of expectations. Junxure ClientView® was created with the client in mind, focusing on rich visualizations. It's easy to setup and simple to maintain. Capabilities include:

 

  • Advisor Dashboard with client reviews, performance reports and forecasting

 

  • Visibility into held-away accounts giving you a consolidated view of client data

 

  • Client Portal with portfolio reports, interactive statements and a document center

 

  • Social features for commentary, newsletters and blogs

 

  • Billing statements with review, publish and tracking

 

  • Quick and easy onboarding

 

The Benefits

financial advisor crm

financial advisor client portal

USE WHAT YOU ALREADY HAVE

 

We extend, not replace, your existing portfolio management system. Leverage what you have to automate reporting without having to re-reconcile the numbers

 

financial advisor client portal

PERSONALIZED ONBOARDING

 

We'll help you get started with data, settings, user registration, and tips for a successful rollout

financial advisor client portal

RESPONSIVE & MOBILE READY

 

A fully-branded client portal with your logo and color scheme, that works on  any desktop, laptop, smartphone and tablet

financial advisor client portal

EFFICIENT OPERATIONS

 

We'll automate client reporting, quarterly statements and billing invoices so you can focus on managing wealth, not creating reports

financial advisor client portal

OPTIMIZED FOR ADVISORS & CLIENTS

 

Advisors can create detailed client reviews with one click. Clients can get a visual picture of their investment data all from a client portal built from the ground up with the client in mind

financial advisor client portal

ALL-IN-ONE

 

Single-solution for client reporting, document storage and content management. Have a single login for clients to access their investment data, share files and read firm newsletters

 

 

 

How it Works

financial advisor crm

financial advisor client portal

DATA

 

Import position, performance and transaction data from your existing portfolio management system for use. Include held-away accounts for a complete view and import existing files into the document center.

 

financial advisor crm

CONFIGURE

 

Display only the information that is important to your firm. You have full control to turn on/off the appropriate visualizations & headlines for your clients. Add branding colors and logos to make this client portal your own.

 

financial advisor client portal

REGISTER CLIENTS

 

Simply register the clients you want to have access. With a few clicks, they'll be able to access your client portal from their desktop/laptop or favorite mobile device.

 

financial advisor client portal

ENJOY

 

Time to celebrate - you're up and running! Your clients have access to their investments through your branded client portal and you're using it for your next client meeting!

 

 

 

See for Yourself

financial advisor crm

Watch a Recorded Demo

Prefer to watch now?

We'll email you a recording right away.

 

Pricing

financial advisor crm

Simple, straightforward pricing. We price based on the size of your assets under management (AUM). Pricing includes unlimited use, unlimited storage with onboarding and training included. 

Call 866.586.9873, opt.2 to order Junxure ClientView®

 

< $250M AUM

 

$300

per month*

 

Unlimited Users

Unlimited Storage

Personalized Onboarding Included

 

$251M - $1.5B AUM

 

$500

per month*

 

Unlimited Users

Unlimited Storage

Personalized Onboarding Included

* Billed Annually

>$1.5B AUM

 

$700

per month*

 

Unlimited Users

Unlimited Storage

Personalized Onboarding Included