Junxure

Product Type:

CRM

Junxure is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

INTEGRATION:

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, PortfolioCenter by Schwab Performance Technologies, PowerAdvisor, RBC Wealth Management SEI, Cheshire Wealth Manager, Finance Logix,MoneyGuidePro, Money Tree Software, WealthStation by SunGard, Docupace Technologies, DocuXplorer, Executive Assistant, iChannel, Image Executive CEO, Laserfiche, Microsoft® Sharepoint 2010, Trumpet Inc., Worldox, LaserApp Quik!, QuickBooks (Intuit), MarketingLibrary.net, PortfolioCenter Client Import, PortfolioCenter PDF Import, PreciseFP(Spectrum Input).

PRICING:

$44/mo per user. Minimum 3 users.

FREE TRIAL AVAILABLE?:

Yes.

CREATED BY:

Junxure

COMPANY ABOUT US:

Wealth management is a tough business. It can also be a noble one. When you help people make sense of their money — and put it to work in support of their personal vision — you fundamentally improve their lives.

We’re on a mission to liberate more and more of your energy to make clients happy. We do it by inventing tools and services that put a vast amount of client personal and financial data at your fingertips — wherever you are — organized in whatever way makes the most sense for you and your firm.

Everything follows from there — spectacular client service, seamless teamwork, machine-like firm efficiency. Happy clients lead to growth. Efficiency leads to profit. Everybody wins.

CONTACT:

Phone: 1-866-JUNXURE (1-866-586-9873)

E-mail: [email protected]