Headquartered in Raleigh, NC, Junxure offers a platform for CRM technology, consulting, training, and events designed specifically for advisors. “We have had tremendous enhancements in workflow tools and have coined the term ‘action sequences’ to describe how various business processes in wealth management could be automated through Junxure,” says Friedman.The big industry players, such as the custodians, see technology integration as a powerful way to help advisors and themselves become more efficient, so they are leading large implementations of technology integrations.Junxure Cloud brings the best of functionality to a cloud environment. Here the advisors don’t need to have servers in their offices or maintain desktop systems. Also, the company’s ‘Client View Live’ provides advisors a way to work directly online with their clients, sharing information, reporting and managing service requests. “Our platforms are meant to set up advisors to be able to work on their mobile devices anywhere and anytime so they can always stay connected to their clients’ information,” explains Friedman.
Highlighting a case study of how advisors are taking advantage of Junxure’s integrations is Rehmann Financial, a large advisory firm in the mid-west. Rehmann used Junxure integrated with their document management system, Laserfiche, to create a straight through process of account opening.
“Our clients know that the features and functionality in Junxure are purpose-built for them. When you buy Junxure, you don’t just get a software platform, you also get the service and support that advisors need from an experienced and professional staff to make sure their technology investment is maximized,” says Friedman.
Over the years, Junxure has made several integrations with all of the leading asset custodians such as Schwab, TD Ameritrade, and Pershing.Currently, “we are having tremendous success with the recent launch of our Junxure Cloud API,which facilitates deep and rich integrations with other systems and custodians, making Junxure Cloud even more valuable to advisors.”
In the future, the company plans to deploy more features and functionalities, so that advisors can enhance the client experience they provide to their clients. With the emergence of new, online Robo-advisors, traditional human advisors will need to upgrade themselves in order to compete with the low cost platforms. “We look forward to new developments that will level the playing field for advisors and are also planning to expand our dashboards to help with managing and building successful firms,” concludes Friedman.
Our platforms are meant to set up advisors to be able to work on their mobile devices anywhere and anytime