Less technical, more practical
Our trainers come from the world of financial advisors. They understand the challenges and opportunities you're presented with every day.
New customers choose from two training programs to get up and running:
Junxure Quick Start
Guides your firm step by step through installation, system setup and company-wide training
Junxure Basics Training
Helps your firm understand and master the core features of the program
Since every firm has different needs, we'll discuss these options with you and help you decide which approach is best suited to your office.
After you complete your initial training, we’re still here, committed to helping you every step of the way. To ensure you get the most out of Junxure, we offer:
Ongoing Education Classes
More than 40 web-based classes on topics such as compliance, tracking new prospects and building workflow.
Web sessions on the topic of your choice - for your firm on your schedule.
Interested in a fully customized assessment of your firm?
See Practice Management Consulting for more information.