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Junxure

★★★★☆ 3.8 (350 reviews)
Cloud Based
Subscription Custom pricing

Overview

A CRM platform built specifically for financial advisors with deep workflow capabilities and practice management features.

Key Features

  • Workflow management
  • Contact management
  • Compliance tracking
  • Document management
  • Reporting
  • Calendar
  • Integration hub
  • Practice management

Pros

  • Deep financial advisor focus
  • Strong workflows
  • Good compliance
  • Established in advisory space

Cons

  • Dated interface
  • Expensive
  • Limited modern features
  • Smaller development team

Junxure Pricing Plans

Enterprise

Custom

  • ✓ workflow management
  • ✓ compliance tracking
  • ✓ practice management
  • ✓ document management

Company Info

Founded1998
HeadquartersRaleigh, NC

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$50/month or $350/year (save $250)

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