What is Junxure?

Junxure is an intelligent practice management solution for wealth management firms that combines intelligent workflow automation with robust client service tools to streamline client management. Junxure, which was created by financial advisors, provides businesses with a 360° view of any client by including an intuitive CRM system. Clients can access all important client information through the Client Portal, allowing firms and clients to collaborate securely on any document.

Junxure centralizes business management activity by providing features for digital onboarding, goal-based planning, trading, business reporting, and marketing. Junxure's highly configurable investment framework can automate any investment process, from client discovery to onboarding. Junxure uses engagement questionnaires to run complex scoring algorithms on client responses in order to provide personalized portfolio recommendations.

Compliance is ensured throughout the organization through automated risk assessments and yearly reviews. Junxure integrates with a variety of wealth management firms, cutting-edge analytics organizations, CRM systems, and portfolio rebalancing platforms, including Fidelity, Salesforce, S&P, iRebal, FinMason, and others.

Key benefits of using Junxure Cloud

  • Junxure Cloud is an advisor-focused cloud-based financial CRM solution that offers centralized client demographic and financial information capture as well as unlimited data / document online storage.
  • Automation is used in workflow management to drive task communication and completion while reducing manual data entry and ensuring accuracy.
  • ClientView includes an integrated web portal for wealth reporting and document management, as well as multi-channel communication features for public-facing client support.
  • Dashboard reporting enables the creation of both internal company reports and attractively styled reports for external sharing with clients.
  • Social media integrations, built-in adoption tools, household options for contacts, and basic / advanced search functionality with custom search criteria are among the additional features.

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