Junxure - INSART

INSART » Fintech Integration Marketplace

Junxure

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Junxure’s industry-leading technology solution provides CRM and office management through powerful workflow automation tools while ClientView provides a secure client portal to extend your services to the web.

Contacts

https://www.junxure.com/

support@junxure.com

https://www.facebook.com/JunxureCRM/

https://www.linkedin.com/company/junxure/

https://twitter.com/junxurecrm

Products / Services

Centralized Data
Workflow Automation
Reporting
Customized Search
Key Integrations

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 26

Partnership: 0

FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 7

Partnership: 0

Constant Contact

Marketing

Constant Contact, an Endurance International Group company and a leader in email marketing since 1995, provides hundreds of thousands of...

Integrations: 12

Partnership: 0

AdvisorEngine

Billing, CRM, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first...

Integrations: 12

Partnership: 0

Albridge | BNY Mellon

Account Aggregation, Portfolio Reporting

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 3

Partnership: 0

Docupace

Cybersecurity, Document Management, Document Management, Investment Research

Docupace aims to simplify operations in the highly regulated business of wealth management, which is bound to red tape burden,...

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...

Integrations: 4

Partnership: 0

Finance Logix | Envestnet

Financial Planning

Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the...

Integrations: 9

Partnership: 0

Laser App

Content Management, Content Management

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms...

Integrations: 5

Partnership: 0

Laserfiche

Analytics, Content Management, Content Management, Core Banking, Cybersecurity, Document Management, Document Management

Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document...

Integrations: 10

Partnership: 0

LPL Financial

Custodian

LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 5

Partnership: 0

MyRepChat

Content Management, Content Management

In today’s digital world, the ability to communicate with your clients through text message is integral to the client/advisor relationship....

Integrations: 7

Partnership: 0

NetX360 | Pershing

Account Aggregation, Analytics, Custodial Platforms, Cybersecurity, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Trading

NetX360 is a single point of access for professionals to manage their business and support their clients' needs by focusing...

Integrations: 9

Partnership: 0

OpenView Gateway | Schwab

Account Aggregation

The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 4

Partnership: 0

ShareFile | Citrix

Content Management, Content Management, Document Management, Document Management

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 9

Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...

Integrations: 2

Partnership: 0

Worldox

Content Management, Content Management, Document Management, Document Management

Proven in over 6,000 organizations, Worldox is a comprehensive, sensible document management solution and the easiest and fastest way to...

Integrations: 7

Partnership: 0

Cheshire Wealth Manager

Analytics, Financial Planning

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners