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Wealth management
Junto
Junto turns every client meeting into a compliance-ready record and runs every outbound message through a compliance gate before it can go out. Client book, supervision, meetings, and portfolio intelligence in one place.
Junto · preview
What it does
- Firm dashboard with AUM, segments, holdings, and production tracking
- Compliance gate on outbound comms, KYC triggers, and supervision queues
- Client dashboards: insights, portfolio, records, and meeting follow-up
- Audit trail on every edit, approval, override, and KYC review
What we tailor for you
- Your compliance framework and firm policy rulebook
- Client segments, fee schedules, and supervision queues
- Meeting templates, recap emails, and KYC trigger rules
- Branding and the client-facing review report
How it works
Step 01
01
Your book moves in
Clients, segments, holdings, and meeting history load into one dashboard your team actually uses.
Step 02
02
Every meeting becomes a record
Prep, recap, and follow-up are captured and logged, so a regulatory review never chases missing evidence.
Step 03
03
We map your rulebook
Your compliance framework, supervision queues, and KYC triggers become the gate every outbound message passes through.
Who it's for
Independent RIAs and advisory firmsCompliance officers and supervisorsAdvisors who live in client meetings
How we help
Advisors stop losing an hour of prep and follow-up per meeting, and firms clear regulatory reviews without chasing evidence.
Start here
Want Junto for your business?
We tailor it to how you actually run. Book a meeting and we will map it out.