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Designed for wealth management firms, Junxure is an intelligent practice management solution that combines intelligent workflow automation with robust client service tools to streamline client management.
Built by financial advisors, Junxure provides businesses with a 360° view of any client by including an intuitive CRM system. All important client information is completely centralized and can be accessed by clients using the Client Portal, allowing firms and clients to collaborate securely on any document.
Junxure centralizes business management activity with functionality for digital onboarding, goal-based planning, trading, business reporting, fee billing/collection, marketing. From client discovery to on-boarding, Junxure can automate a...
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