CENTRALIZED DATA

Capture important client demographic and financial information in one place

WORKFLOW AUTOMATION

Manage workflow to ensure tasks are communicated and completed

REPORTING

Create helpful internal reports and attractive reports for your clients

CUSTOMIZED SEARCH

Enjoy basic and advanced search functionality, along with customized search criteria

KEY INTEGRATIONS

Reliably capture client financial data from top technology providers

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

Sign up to stay informed with the latest updates from Junxure

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.

https://cdn2.hubspot.net/hubfs/4436636/Sue_Dooling_1-removebg-preview.png

Support

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!

https://f.hubspotusercontent30.net/hubfs/4436636/Billy_Rueckert-AdvisorEngine.png

Training

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.

https://cdn2.hubspot.net/hubfs/4436636/Chen_Chiu_4-removebg-preview.png

Data Migration

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.

Watch a Demo

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

AdvisorEngine Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Client segmentation for financial advisors: How to implement

Advisory firms are moving beyond the traditional classification of clients by their assets and the revenue they generate. In this second part of our AdvisorEngine Learning Center’s series, client...

8 ways to CRM success for financial advisors

Financial advisors often ask, “What can I do to drive CRM success at my firm?” Implementing, adopting, and maximizing a CRM system is a challenge for any organization. It’s a change that requires...

Client segmentation for financial advisors

Client segmentation can dramatically enhance an RIA’s efficiency, profitability, growth and client satisfaction. In this first of a three-part series, I examine why firms should consider segmenting...

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.