Junxure
Pricing available on request
What is Junxure?
Junxure is the leading CRM solution for financial advisors to grow, manage and enhance their advisory businesses.
Advantages
- Client management
- Reporting tools
- Task automation
- Document storage
- Workflow management
- Data analytics
- Email integration
- Customizable dashboards
Company
- location
- Richmond, Virginia, United States
- founded year
- 2001
- employee size
- 51-200
- parent company
- AdvisorEngine
Reviews
Be the first to write a review!!
*Content has been generated by AI. May contain inaccuracies.
AI tool · free for everyone
Already paying for Junxure?See every other SaaS your team uses — while you grab a coffee.
Our AI reads your billing emails and surfaces every paid vendor, the monthly amount, the renewal date, and the license waste. No dashboards to set up. No signup needed for a preview. Read-only access.
Run my free AI auditNo card · 60 seconds
AI reads your invoices
Same way you'd scan them yourself — but in seconds, across 2,000 emails.
Read-only access
Token-scoped to Gmail / Mail.Read. Revoke any time.
Inbox never stored
We persist only the extracted vendor summary.