Junxure is a cloud-based CRM solution designed by advisors for advisors. With householded client and financial information, efficient workflow automation tools, comprehensive reporting, and document management features, Junxure provides advisors with a robust platform for managing client relationships.
The Junxure integration syncs Household and Account information with Orion, through an automated nightly sync. The integration also provides contextual reports and links from Junxure to Orion, adding efficiency and access back to Orion at the click of a button.
Integration Points:
- Orion Reports accessible within Junxure from a Household record.
- Orion provides Junxure access to Household data through our API.
- The Orion Connect platform is framed into Junxure for a single sign-on experience.
