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Our wealth management software plays well with others

These are just some of the great firms that we integrate with

Independent advisors use us to
grow assets and scale operations

"AdvisorEngine is the technology solution that meets all our needs for client onboarding, account opening and website enhancement tools."

Brian Vendig

President and Managing Executive
MJP Wealth Advisors

"Junxure Cloud acts as our hub functioning with all other software solutions as one centralized location for all our client information."

Timothy Admire

CISO, Managing Partner & Director of Operations
Willow Creek Wealth Management

"AdvisorEngine offers an automated platform that fits practically into any advisor-client structure supporting key business processing needs."

Kemi Chavez

Engagement Director
Starlight Portfolios

"AdvisorEngine provides the best service in the business, without question. It is clear that EVERYONE on the team cares about client success."

Amy House

IT & Digital Marketing Specialist
Bedel Financial Consulting

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Jamar Green, Technical Support Specialist


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