Fast, Flexible, Functional

Junxure® is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

Implement Junxure and it becomes the nerve center of your practice, streamlining and systematizing operations that make possible:

Exceptional client service

✔ Unprecedented efficiency

✔ Increased profitability


With Junxure® you can:

Store all your contact information in one place

Manage workflow with total office management features 

Import and export between financial advisory systems 

Track emails and calendars seamlessly through integration with Microsoft® Outlook

Use Junxure’s database management tools to easily query your data and send bulk email messages and letters

Monitor your firm’s performance with business development dashboards

Junxure Mobile

Run your business anywhere

financial advisor crm

No matter where you are, Junxure Mobile gives you secure, live web access to the same Junxure database that’s sitting on your office server. All you need is web access and your laptop, smartphone or other mobile device. The rest is simple, powerful and liberating.

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More information

  • Contact a Sales Consultant at 866.586.9873, option 2 or send email to
  • System requirements >
  • Data migration services >
  • Upcoming webinars >
  • Case Study >