Big news - Junxure CRM gets a transformation. Learn more >

Your complete

wealth management 

platform

Deliver a modern experience for your colleagues - and your clients - in one open technology stack

 

Looking to update your Wealthminder profile? Click here
 

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9.Where does your firm operate?

10.Which custodian do you use?

(select all that apply)

11.What features are you most interested in?

(select all that apply)

12.Great, that's it! Is there anything else you want to tell us about what your firm needs?

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As seen in

Bring it all together

AdvisorEngine-Platform-1
Digital Onboarding

Account opening + funding
Investment selection
Goals-based planning + risk profiling
Integrations with the four major custodians

Client Portal

Account aggregation
Advisor-client communication
Document storage
Advisor-driven, client-driven, or hybrid approach

AdvisorEngine-Platform02
Portfolio Management

Rebalancing
Performance reporting + investment analytics
Model management
Fee billing

CRM

Purpose-built functionality
Advanced workflows
Deep third-party integrations
Approachable, actionable data + dashboards

Business Intelligence

Business dashboards
Revenue analytics
Enterprise role management
Compliance and risk tools

A better way to work

Simplify

'Digitize' the things that make your firm special - allowing all of your clients to receive a consistently amazing experience

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Stay in sync

Bring in data from other technology solutions

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WEALTH
MANAGEMENT

01.

Modular Functionality

Use all the features you need - and none that you don't

02.

Actionable Data

Pull in automated data from custodians and fintechs

03.

Customizable Models

Implement your firm's investment philosophy