Junxure imports and exports data from more financial planning and portfolio management systems than any other CRM. In order to utilize many of these interfaces, you may be required to update or download files. Choose your interface from the menu and follow the instructions.

Interface Categories:

Important:

• Interfaces included in the Junxure Asset Import Wizard and the Junxure PortfolioCenter^® Import Wizard do not require Microsoft Access.
• Some individual interfaces require that Microsoft Access be installed on the workstation that will perform the integration. See individual instructions for requirements. (Junxure is compatible with Microsoft Access 2000, 2002, 2003, 2007 and 2010.)
• If you’ve used one of our interfaces to import data into Junxure and would like to begin using a different one, please call Junxure support before setting up the new interface, as duplication of assets can occur. Junxure Support will assist you in clearing out the old asset data and setting up the new interface.
• If your interface is not listed, send an email to support@junxure.com.

If you require any assistance with this process feel free to contact our support team at (866) 586-9873, Option 1.

Decommissioned Interfaces:

The following interfaces have been decommissioned and will no longer be supported: Naviplan, BridgePortfolio®, FOLIOfn. Contact Junxure Support at 1-866-586-9873, option 1 for more information.

Third Party Software – Disclaimer
Junxure does not provide technical support regarding any issues with third party data, application configuration, or necessary set-up. If you require assistance with these issues, please contact the application software provider directly.