Financial Planning Tab Overview

Financial Planning Tab Overview

The Financial Planning Tab provides tools that track and report on the client’s goals and the status towards the achievement of these goals. The data in this tab will flow through to outside software such as MoneyGuidePro. This tab is broken down into three sub-tabs.

Goals Tab

This tab provides quick and easy ways to link the client’s goals to Actions in Junxure. Various reports are available to show the client’s progress made or the challenges faced that relate towards attaining their goals. See the Goals Tab for more details.


The Financial Management Assessment or FMA Tool is integrated in Junxure based on the book by Ross Levin titled “The Wealth Management Index.” See the FMA Tab for more details regarding the use of this tool.

Interfaces Tab

This tab provides interfaces with third party software packages ideal for Financial Planning.

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