Junxure | CRM Technology for Financial Advisors

2018 Advisor Conference

October 10-12 | Nashville
Learn how to maximize the impact of digital tools to grow your business, become a power user of Junxure, network with like-minded advisors, and hear from practice management thought leaders. This year's event promises to be our best yet, don't miss it!
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The most awarded CRM for financial advisors

At a Glance Free Trial Watch a Demo
Try Junxure Cloud Free for 30 Days
The next generation in CRM technology, Junxure Cloud helps you manage your business so that you can spend more time where it counts - on your clients.
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A CLIENT PORTAL FOR ADVISORY FIRMS
ClientView provides an integrated wealth reporting, document management and digital service platform for your advisory firm that works with Junxure Cloud and your existing portfolio management system. Designed with you and your clients in mind, our portal will help your firm deliver the ultimate client experience.

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Exclusive White Paper!

Junxure CEO Greg Friedman shares his 7 steps to unlocking
the power of a people-first culture from his recent book,
Advisory Leadership. Download this free white paper now,
or get a copy of his book at Amazon.com

Download Now

A CRM that thinks like an advisor. Streamline workflow, reduce IT overhead, and provide clients with consistent, high-level service.

Integrated cloud CRM

Integrated cloud CRM platform that helps streamline operations

Central Repository

Capture client demographics, documents and financial data in one central location

At a Glance

30-Day Free Trial

Watch a Demo

A client portal for advisory firms. Designed with you and your clients in mind, our portal will help your firm deliver the ultimate client experience.

Secure Online Access

A single source for advisors & clients with access to investment data, important documents and content

Targeted Interface

An online and mobile-friendly application that works with Junxure Cloud and your existing portfolio management system

At a Glance

Watch a Demo

Financial CRM

15
years in business

financial CMR

98%
satisfaction rate

Financial CRM

$650
billion AUM

Financial CRM

12,000
users

Services

Capitalize on the richness of our products with consulting and training provided by industry experts, smooth data import services, industry leading technical support, and more.