CRM Software (Junxure)The #1 CRM choice for financial advisors, the Junxure system was designed by industry leaders to provide a powerful office management tool that goes far beyond organizing contact information. The robust features and leading edge technology of Junxure enable our customers to provide the highest level of client service while increasing productivity and profitability.


Member Integrations

Click here for NON-MEMBER Integrations


PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration
Integration
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration
Integration

DOCUMENT MANAGEMENT
INTEGRATIONS
Integration
Integration

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration

ACCOUNT AGGREGATION
INTEGRATIONS
Integration