Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Junxure

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.

Junxure
  • Centralized Data
  • Workflow Automation
  • Reporting
  • Customized Search
  • Key Integrations
Junxure

Companies that integrate with Junxure

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

SS&C Advent
Advent | SS&C
SS&C Advent delivers technology solutions and services to financial services clients big and small around the globe.
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
Cheshire Wealth Manager
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
Docupace Technologies LLC
Docupace
Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
Envestnet
Finance Logix | Envestnet
Finance Logix provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
Laserfiche
Laserfiche
Laserfiche is the leading global provider of intelligent content management & business process automation.
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
MyRepChat
MyRepChat
MyRepChat - a compliant SMS messenger for regulated industry professionals
Pershing
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
ShareFile
ShareFile | Citrix
Citrix ShareFile is used by organizations of all sizes and across industries for its secure file sharing and collaboration tools.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
Worldox
Worldox
Worldox is award-winning document management system for financial services companies.

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Junxure

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