The CRM that thinks like an advisor

From a 30,000 foot view of your firm’s productivity, to a 360-degree view of your client, Junxure helps wealth management firms combine smart-automation with personal client service.

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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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Industry-leading expertise

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.

Pricing

Whether you’re advanced or starting fresh, you can get up and running in no time with wealth management's most powerful CRM solution.

$65

Per User/Month | Billed Annually

  • Unlimited data and document storage included
  • Complimentary Junxure training
  • Industry's best technical support
  • 98% Client satisfaction rating
  • Special custodial and affiliate pricing available

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