The intelligent platform for wealth advisors.
Grow your clients' wealth with agentic AI that handles the chores — reconciling records, preparing meetings, chasing follow-ups, and the rest.
Everything about your client, in one place and a keystroke away.
Statements, notes, emails and CRM records stop living in separate systems — and stop disagreeing with each other.
The Notebook
Everything in Juno Wealth centers on the Notebook. Sessions, contacts, docs and tasks all connect back to it, so the whole picture of a client is in one place.
Reconciled, not just collected
Figures are read out of statements and exports, then checked against each other — so you hear about a discrepancy before your client does.
Less admin. Better advice. Wealthier clients.
Your time is better spent growing your clients' wealth than reconciling the records of it.
Prompts, not dashboards
Juno Wealth tells you which households need attention and what to do about their money, instead of leaving you to read charts and work it out.
Follow-ups that do not need you
Forms get chased, documents get filed and the follow-up gets drafted while you are doing something else — because the rule was written once, as a sentence.
Your stack, in sync
No system quietly goes stale. Wealthbox, Google Drive, Jotform and your custodial feeds all hold the same account of the client, so it does not matter which one you happen to open.
You call the shots
You decide what Juno Wealth sees, what it learns, and what it is allowed to do on your behalf — on your terms, no exceptions.
Answers you can repeat
Ask across the whole book in plain language and get back something you would be willing to say to a client, because the document it came from is attached to it.
Questions & Answers
Priced to benefit you and your business.
Free while we are in early access, whether you plan on your own or as part of a firm. RIAs with more than 20 planners or advisors can get a volume license.
Individual license
Financial planners and advisors
Free in early access
No credit card required
The Notebook, with sessions, contacts, docs and tasks
Runs in your browser — nothing to install
30 days’ notice before any charge begins
Volume license
RIAs with more than 20 planners or advisors
Talk to us
Everything in the individual license
Covers every planner and advisor in the firm
See what it finds in your own book.
Point Juno Wealth at a real household and see what it uncovers. Nothing is trained on, sold, or mined.