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Junxure vs SMArtX Advisory

People

JunxureFinancial Advisory Practice

SMArtX AdvisoryFinancial Advisory Practice

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Financial Advisory Practice

Overview

Focus

Financial Advisory Practice

Product

CRM and practice management platform by AssetMark for financial advisors with workflow and document management.

Managed accounts platform for RIAs.

Website

Headquarters

Raleigh, North Carolina

Jupiter, Florida

Company size

51-200 employees

Founded

1997

2014

Pricing details

Source updated

Oct 29, 2026

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