With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. And that's just the beginning.
Centralized Client Information
Capture important client demographic and financial information in one place
Manage workflow to ensure tasks are communicated and completed
Reporting for You and Your Clients
Create helpful internal reports and provide attractive reports to your clients
Basic and advanced search functionality, along with customized search criteria
Reliably capture client financial data from top technology providers
We know the industry. We know what works. Let us help you get it right the first time. From initial implementation through your future growth, a passionate team of experts is here to support your entire Junxure experience.
Month after month Junxure clients give our Technical Support team a 98% approval rating. That's just one of the reasons we retain 96% of our clients each year.
We offer a number of training options to suit your firm's unique needs. From introductory how-to's to highly customized learning programs, our Trainers will help you get the most out of Junxure.
Our dedicated team of Migration and Onboarding Specialists have helped countless firms make a smooth transition to Junxure. We can do the same for you.
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.
Whether you’re advanced or starting fresh, you can get up and running in no time with wealth management's most powerful solution.