Exciting NewsAdvisorEngine is Acquired by Franklin Templeton  LEARN MORE

The CRM that thinks like an advisor

From a 30,000 foot view of your firm’s productivity, to a 360-degree view of your client, Junxure helps wealth management firms combine smart-automation with personal client service.

See for yourself

Junxure-CRM-wealth-management-dashboard

 

 

 

See More Features

Integrations to give you flexibility

Reduce data entry, minimize errors, streamline workflow, and ensure up-to-date information. Junxure integrates with many custodians and major portfolio management, reporting and back office solutions to enhance advisor productivity and create a centralized user experience.

https://cdn2.hubspot.net/hubfs/4436636/logo_advent.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_albridge.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_tdameritrade-1.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_blackdiamond.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_citiesdigital.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_sharefile.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_constantcontact.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_docupace.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_envestnet.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_financelogix.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_laserapp.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_lplfinancial.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_moneyguidepro.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_morningstar.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_next360.jpg
https://cdn2.hubspot.net/hubfs/4436636/logos_openview.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_orion.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_riskalyze.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_chalesschwab-portfoliocenter.jpg
https://cdn2.hubspot.net/hubfs/4436636/Tamarac%20Advisor%20Xi%20Integration%20.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_wealthscape.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_worldbox.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_myrepchat.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_office365.jpg
https://cdn2.hubspot.net/hubfs/4436636/logo_charlesschwab.jpg

RIAs use Junxure to maximize efficiency and consistently deliver exceptional client service

"Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. "

Timothy Admire - CISO & Managing Partner, Director of Operations - Willow Creek Wealth Management

Read the Case Study

Sign up to stay informed with the latest updates from Junxure

Industry-leading expertise

From initial implementation through your future growth, a passionate team of experts is here to support your entire Junxure experience. Your firm will enjoy access to a wealth of user resources and guidance that help you get the most out of your CRM.

Learn More

Pricing

Whether you’re advanced or starting fresh, you can get up and running in no time with wealth management's most powerful CRM solution.

$65

Per User/Month | Billed Annually

  • Unlimited data and document storage included
  • Complimentary Junxure training
  • Industry's best technical support
  • 98% Client satisfaction rating
  • Special custodial and affiliate pricing available

Get Started

AdvisorEngine Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

 

Let's stay in touch. Get insights delivered to your inbox