Interfaces


Junxure offers many interfaces to meet your needs, some of these interfaces require you to update or download files necessary to function properly.

Most Junxure interfaces require that you have Microsoft Access installed on the workstation that you run the integration from. (Compatible with Microsoft Access 2000, 2002, 2003, 2007 and 2010)

Locate the interface you need below and click the corresponding link, this will take you to an information page on steps required to integrate with Junxure.

Most Junxure Asset Imports require an ODBC connection to the Junxure database in order to work. Click the link below for a step by step walkthrough of setting this up.

http://www.junxure.com/kb/ViewArticle.aspx?ArticleID=151

If you feel uncomfortable with updating these files or require any assistance with this process feel free to contact our support team at 1-866-586-9873 x 1.

Note: If you are switching from one asset program to another, please call Junxure support before setting up the new interface, as duplication of assets can occur. Junxure Support will assist you in clearing out the old asset data and setting up the new interface

Interfaces available from the Junxure Interface page

Adhesion

Advent Axys

Advisor Exchange

Albridge Solutions (CSV import)

Albridge Solutions (Web Services)

Black Diamond

BOSS

BridgePortfolio

CapTools

DBCams

Etelligent/PortfolioServices

FolioFN

Investigo

LPL / Branchnet

Naviplan

NetExPro

Orion AdvisorLynx

PortfolioCenter Import Wizard (requires Junxure 8)

PortfolioCenter (Legacy)

PortfolioCenter PDF Import

Poweradvisor (Cornerstone)

SEI

QuickBooks Fees Import

 

Interfaces not on the Junxure Interfaces menu

Laser App

LaserFiche

MoneyGuide Pro

PortfolioCenter Client Import

TDAmeritrade Conversion

 

 Don't see your Interface?

 

 

 

 

 

Important Note to Junxure Users of 3rd-Party Software

 

Junxure only provides an interface to this 3rd-party software application, and for that reason, can’t provide any technical support regarding any issues with the 3rd-party data, application configuration, or necessary set-up.

If assistance is needed, please contact the application software provider directly.