TOTAL Online's
Integration with Junxure®

The integration will allow you to quickly and easily bring in account and investment holdings into TOTAL Online from Junxure (desktop).  To get a head start on using this integration to streamline your planning process, follow the four steps below.  

  1. Review the User Guide. This includes instructions to setup the integration and what to expect from the process.
  2. Install the Money Tree to Junxure export tool
  3. Use the integration following the steps in the User Guide.  
  4. Report any issues to support@moneytree.com. Please feel free to report successful imports or any other feedback.  
Questions?  Call 877-421-9815 ext 0 for support. 

Money Tree Software’s TOTAL Online is now integrated with Junxure’s comprehensive practice management system.  This integration allows you to access Junxure client data in TOTAL Online to streamline your process for creating financial plans. 

Seamless Access to Client Data

 Using TOTAL Online’s integration with Junxure, advisors can quickly and easily access contact and asset information to jump-start data entry for creating or updating financial plans.  Advisors can now seamlessly access Junxure client data, including:

JunxureGuideJuxureTotalOnline - Account information
 - Investment Information
              - Description
              - Account
              - Owner
              - Group
              - Type 
              - Value

View the TOTAL Online with Junxure® guide to walk through the steps of accessing Junxure's information using Money Tree's TOTAL Online.

>> Install the TOTAL Online Junxure Exporter tool to use this integration.

 

Streamline Your Planning Process Today with TOTAL Online's Integration with Junxure.



TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your client's financial situation with TOTAL's goal-based and cash-flow based planning options. 

Schedule a DemoStart a Free TrialLearn more about in-depth planning with TOTAL.  
Start a 30-day trial or schedule a demo.

   

TOTAL - In-Depth Financial Planning Software

In-Depth Financial Planning 

  • Help clients' make financial decisions by creating complete financial plans.
  • Capture details of clients' current situations and add future changes at any age with TOTAL's highly-flexible data.
  • Cover all your clients' planning needs with TOTAL's comprehensive planning analysis.

Goal and Cash-Flow Planning Approaches

  • Choose the projection with the highest suitability for clients' financial situations and planning needs. 
  • Goal-based planning is an excellent approach for clients' planning ahead for goals of the future.
  • Cash-flow planning is ideal for complex client situations, or when tracking all the cash flow details is necessary for a thorough analysis.  

Accurate and Verifiable Results

  • Analyze clients current situations and trade-offs with highly accurate, industry-proven calculations.
  • Verify results quickly using the report audit trials where every number can be broken down and reconstructed.

Schedule a DemoStart a Free TrialLearn more about in-depth planning with TOTAL.  
Start a 30-day trial or schedule a demo.   

     

Complete planning for demanding client situations.

TOTAL In-Depth Financial Planning

Start Planning Today with a Free 30-Day Trial.

Need more information? Call Us 1-877-421-9815
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