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Alternatives to Junxure

10 alternatives

  1. 1Financial Advisory Practice, Financial Workflow Automation

    Hubly

    Financial Workflow Automation

    Workflow automation platform for financial advisors managing client service tasks and repeatable processes.

    Free trialHIPAAPCI DSSISO 27001Per seatMeeting Scheduling
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  2. 2Financial Advisory Practice

    Salestrekker

    Mortgage Software

    CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.

    CRMFinancial Advisory Practice
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  3. 3Financial Advisory Practice

    Covisum

    Financial Advisory Practice

    Social Security claiming and retirement income planning platform for financial advisors.

    Free trialTiered plansAI Financial AdvisorsFinancial Planning & Analysis
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  4. 4Financial Advisory Practice

    Holistiplan

    Financial Advisory Practice

    Tax planning software for financial advisors automating tax return analysis and client-ready reports.

    CRM integration and data synchronizationPublic API for custom integrationsMulti user firm administration

    Price$133.25+ / month

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  5. 5Client Portal Software, Document Management

    Senta

    Accounting Firm Management

    UK practice management platform for accountants offering workflow automation and CRM.

    Free trialPer seatWorkflow AutomationDocument Management

    Price$33.55+ / user / month

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  6. 6Financial Workflow Automation

    Wealthbox

    Financial Workflow Automation

    CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.

    AI powered meeting notes and follow up generationCompliance and audit trail managementIntegration with compliance and back office tools

    Price$45+ / user / month

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  7. 7Financial Advisory Practice

    Orion Advisor Tech

    Wealth Management Platforms

    Wealth management technology platform for financial advisors with portfolio accounting.

    Portfolio accounting and performance reportingMulti account trading and rebalancingTax efficient portfolio management

    Price$1,083.33+ / month

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  8. 8Financial Advisory Practice

    FP Alpha

    Financial Planning & Analysis

    AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.

    AI powered tax document analysis and insightsCredit based usage model for planning snapshotsMulti office and enterprise permission management

    Price$83.33+ / month

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  9. 9Client Portal Software, Document Management

    MyCase

    Legal Practice Management

    MyCase is a cloud-based legal practice management platform with built-in CRM, billing, client communication, and document management.

    Free trialPer seatDocument ManagementLegal Intake and Triage
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  10. 10Client Portal Software, Document Management

    SmartVault

    Accounting Firm Management

    Document management and client portal for accounting firms with secure file sharing and workflow automation.

    Cloud based document storage with unlimited capacityBranded client portal for document sharing and collaborationAutomated document collection and request workflows

    Price$20+ / user / month

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