Integrations
Junxure integrates with many major portfolio management, reporting and back office solutions. Current integrations are listed below by category.
Some interfaces require that Microsoft Access be installed on the workstation that will perform the integration. Contact us for more information on System Requirements.
Portfolio Management
- Adhesion (WealthADV)
- Advent Axys
- Advent Portfolio Exchange (APX)
- Advisor Exchange
- Albridge® Solutions (Web Services and CSV Import)
- Black Diamond
- BOSS (Back Office Support System)
- Buckingham Asset Management
- byallaccounts
- Captools
- Fortigent
- Investigo®
- LPL Financial (BranchNet)
- Morningstar® Office
- Morningstar® Principia CAMS
- Net.Ex.Pro™ (Pershing)
- OmniPlanner
- Orion AdvisorLynx
- PortfolioCenter® by Schwab Performance Technologies®
- PowerAdvisor
- RBC Wealth Management
- SEI
Financial Planning
- Cheshire Software
- Finance Logix®
- MoneyGuide Pro
- Money Tree Software
Document Management
- Docupace Technologies
- DocuXplorer
- Executive Assistant
- iChannel
- Image Executive CEO
- LaserFiche®
- Microsoft® Sharepoint® 2010
- Trumpet™ Inc.
- Worldox™
Form Filling Technology
- LaserApp
- Quik!
Other Services
- QuickBooks (Intuit)
- MarketingLibrary.net
- PortfolioCenter® Client Import
- PortfolioCenter® PDF Import
- PreciseFP™ (Spectrum Input)