Junxure CRM
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Junxure CRM

CRM for Wealth Management

The CRM that thinks like an advisor

From a 30,000 foot view of your firm’s productivity, to a 360-degree view of your client, Junxure CRM helps wealth management firms combine smart-automation with personal client service.

Overall Benefits

  • Deliver relevant and engaging email communications to clients and prospects.
  • Seamlessly coordinate key contact information between Junxure and Constant Contact.
  • Easily update your contacts' email list subscriptions from within Junxure.
  • Stay aligned to CAN-SPAM regulations with automatically managed opt-outs.


$65 Per User/Month | Billed Annually

* Unlimited data and document storage included
* Complimentary Junxure training
* Industry's best technical support
* 98% Client satisfaction rating
* Special custodial and affiliate pricing available

Company Information

3651 Trust Drive
Raleigh, NC 27616
(866) 586-9873

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