Junxure pricing, reviews and more.
17 reviews
Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.
What is Junxure?
Built by advisors for advisors. Capitalize on the richness of our products with consulting and training provided by industry experts, smooth data import services, industry leading technical support, and more.
Junxure pricing plans
Junxure On-Premise
$41
per user/per month
Billed annually. 3 user minimum.
✔ Exceptional client service
✔ Unprecedented efficiency
✔ Increased profitability
- Store all your contact information in one place
- Manage workflow with total office management features
- Import and export between financial advisory systems
- Track emails and calendars seamlessly through integration with Microsoft® Outlook
- Use Junxure’s database management tools to easily query your data and send bulk email messages and letters
- Monitor your firm’s performance with business development dashboards
Junxure Cloud
$65
per user/per month
Billed Annually.
✔ Complimentary Junxure Cloud training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
✔ Special Custodial and Affiliate Pricing Available
- Integrated Client Portal
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
- Readily track your firm's efficiency
- Capture client documents and financial data from our strategic partners
- Access client data more easily through key integrations