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.


Schwab OpenView Gateway   Veo Integrated

Portfolio Management

  • 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.