Junto
Junto starts at the firm level with live market context, AUM, top holdings, and the client book with KYC status, then runs through practice production, the meeting calendar, and a full file for every household.
- Firm dashboard with live market data, AUM, top holdings, and the client book
- Practice view with AUM trend, production by advisor, segments, alerts, and tasks
- Calendar with meetings, prep briefs, and the day's compliance queue
- Per-client portfolio, KYC record, and open standing items
- Your firm metrics, segments, and advisor book structure
- Meeting types, calendar workflow, and prep templates
- KYC rules, trigger categories, and follow-through queues
- Branding and the client-facing review report
AUM trend, production by advisor, book by segment, high-priority alerts, and open tasks on one screen, so you know where the practice stands.
Meetings, prep briefs, and the day's compliance queue (KYC, comms review, follow-ups) stay in one place instead of scattered across tools.
Open any household to see portfolio allocation, KYC standing, and open follow-through items, with the full record behind every number.
Leadership sees the book at a glance, advisors run their day from one calendar, and every client view shows portfolio, KYC standing, and what still needs follow-through.
Want Junto for your business?
We tailor it to how you actually run. Book a meeting and we will map it out.