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What We Do
Modules
Integrations
Who We Are
About Us
Leadership
Our Team
Our Clients
Contact Us
Junxure
Support
News
Media
Press Releases
Blog
Schedule a demo
Login
Your new wealth management technology platform starts here
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DIGITAL ONBOARDING
One consolidated e-signature moment - with your custodian's forms and your firm's
documents
Fund new accounts through ACATS or ACHs
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CRM
Automate your processes using powerful workflows
Elevate client service using proactive reminders
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CLIENT PORTAL
Collaborate securely, including two-way document sharing and e-signature
Offer account aggregation to pull in savings account and credit card activity
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GOALS-BASED PLANNING
Show how trade-offs in trading and investing can improve long-term outcomes
Strengthen how your clients perceive the value you are delivering
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INVESTMENT FRAMEWORK
Build custom client portfolios
Use open-architecture models
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TRADING + REBALANCING
Trade using our tools or via your custodian
Rebalance portfolios according to your desired methodology
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REPORTING
Import information automatically from different sources
Deliver targeted reporting based on your needs
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FEE BILLING
Streamline and automate fee calculation for your team
Speed up the revenue collection process
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MARKETING
Create trust
Build your brand
Improve your online presence
Attract more prospects
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Talk to an expert
Get an insider look at our wealth management technology
Schedule a Demo