Junto
Firm and practice intelligence for advisory teams: AUM, meetings, compliance, and every household in one connected view.
Firm view
The practice, in focus.
$284.6m
AUM trend · 12 months
Today's practice
We configure Junto around the way your team works and begin with a practical pilot.
Configured to fit
Sources, roles, rules, and outputs shaped to your operation.
Pilot first
Start with one real workflow, then refine alongside your team.
Clear boundaries
Agree data sources, access, and human review points before launch.
See the practice before the meeting.
A live view of AUM, production, markets, client standing, and the work that needs an advisor’s judgment.
$284.6m
Every client meeting, prepared.
Meetings, prep, compliance cues, and follow-through line up in one advisor view—without jumping across systems.
Every client, fully known.
The portfolio, KYC standing, and next action stay together, so an advisor can move from the firm view to the right detail without losing the thread.
Household value
$3.48m
+8.4% year over year
Equity · Fixed income · Cash
A starting point, not a rigid template.
Map your practice view
In one working session, we will identify the firm, advisor, and household view that should be live first.