Training:
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.

Private Training 

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.