Provider Listings

Grow faster with fractional CMO servics and seasoned C-level mktg leader for strategic support.

Turnkey branding service incl. business cards, value prop, email templates to launch quickly.

The Invent Integrated Digital Ecosystem as a Service helps financial institutions digitally transform their legacy proprietary applications, antiquated third-party integrations, and complex business processes by avoiding costly pitfalls related to challenging digital transformation projects and enabling firms with a robust technology framework and developer tool set to quickly scale, customize, and build a unique unified user experience across the entire wealth management value chain.

Enables engaged client and advisor communications at scale.

Enabling comprehensive planning at any stage of the wealth continuum.

Digital marketplace for shopping and selling financial products.

POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry.

Make compliant product recommendations that are in the client’s best interest.

Manage document delivery and recordkeeping from a single platform.

Monitor and manage your ever-changing product shelf.

Analysis, disclosure and record-keeping in one platform.

StoryTeller is an API-based solution which, based on minimal input data requirements, allows financial institutions to automatically generate narrative-based reports that explain the how and why of the performance of their clients' investments.

MyRepChat is an advisor tool that enables clients and advisors to communicate through SMS text.

We provide Platform Development and engineering services that focuses on transforming legacy applications and delivering modern industry leading solutions.

Our IP driven capabilities and experience includes Data Engineering, Transforming to a Modern Data Architecture to support Big Data platforms and Advanced Analytics.

RIA exclusive 100% cloud based Virtual Desktop Infrastructure.

Technology, operations, process and cybersecurity consulting.

JEDI Database Solutions streamlines client relationship management and workflows, providing a complete view of client data to personalize interactions and drive results. 
 

Transform businesses to thrive through improved business initiative management.

Integrated low-code platform that uses the powers of AI, ML/DL, NLP.

End-to-end Business Process Automation for Enterprises.

Cloud-based phone system with Retail and Salesforce integrations.

CompositeBuilder: an essential tool for GIPS compliance.

Automated error checking for PortfolioCenter.

The CRM that thinks like an advisor—With Junxure you can harness the power of meaningful data, forge deeper client relationships, and scale using smart automation. Visit www.junxure.com to learn more.