Junxure Integrations

Junxure on-premise integrates with many major portfolio management, reporting and back office solutions.

Current integrations are listed below by category. Some interfaces require that Microsoft Access be installed on the workstation that will perform the integration. Contact us for more information on system requirements.

Custodial

 

Schwab OpenView Gateway   Veo Integrated

 

Portfolio Management

  • Adhesion (WealthADV)
  • Advent Axys*
  • Advent Portfolio Exchange (APX On Site)*
  • Albridge® Solutions
  • Aqumulate
  • Black Diamond
  • BOSS (Back Office Support System)
  • Buckingham Asset Management
  • byallaccounts
  • Captools
  • Envestnet®
  • Fortigent
  • Investigo®
  • LPL Financial (BranchNet)
  • Morningstar® Office
  • Morningstar® Principia CAMS
  • OmniPlanner
  • Orion AdvisorLynx
  • PortfolioCenter® by Schwab Performance Technologies®
  • PowerAdvisor
  • RBC Wealth Management
  • SEI

 

Document Management

 

Form Filling Technology

 

Other Services

 

*Junxure is not an Advent Alliance Partner.