RIAs use Junxure to maximize efficiency and consistently deliver exceptional client service
"Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. "
Timothy Admire - CISO & Managing Partner, Director of Operations - Willow Creek Wealth Management
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From initial implementation through your future growth, a passionate team of experts is here to support your entire Junxure experience. Your firm will enjoy access to a wealth of user resources and guidance that help you get the most out of your CRM.
Month after month Junxure clients give our Technical Support team a 98% approval rating. That's just one of the many reasons why our users love us!
Choose from a number of training options to suit your firm's unique needs. From introductory how-to's to highly customized learning programs, our Trainers will help you fully realize the benefits of Junxure.
Our dedicated team of Migration and Onboarding Specialists have helped countless firms make a smooth transition to Junxure. We can do the same for you.