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Junxure vs SmartVault
People
Price
Published entry price
$20+per user / month
Financial Advisory Practice
Annual estimate10 people, entry price
$2,400+
10 people
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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Accounting Firm Management
Product
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Document management and client portal for accounting firms with secure file sharing and workflow automation.
Headquarters
Raleigh, North Carolina
Austin, Texas
Company size
51-200 employees
51-200 employees
Founded
1997
2008
Pricing details
Plan
Published entry price
Published rate
$20+ / user / month
Billable seats
10
Free options
Free trial
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026