Built for the planner, not the platform.
A client's plan is spread across sessions, contacts, documents and a to-do list, usually in as many different places. Planners spend their weeks putting that picture back together, and none of it makes a client wealthier.
Juno Wealth is a web app that keeps it together. At its centre is the Notebook: sessions, contacts, docs and tasks all connect back to it. It does fewer things than most software in this industry, on purpose, so the hours go into the judgement only a person can bring.
Two things we are not willing to trade.
The planner comes first
Most tools in this industry are built for a firm's operations team, and the planner inherits whatever is left. We build for the person in the room with the client.
One place for each client
Everything in Juno Wealth centres on the Notebook, so nothing that matters about a client lives off to one side where it can be missed.
This isn't our first time building at scale.
We are former product managers and engineers from Google and Facebook who have built AI platforms and systems at scale. Now we build for financial planners, and the planners using Juno Wealth keep us honest about what actually helps.
If you'd like to hear more about what we're building, connect with us on LinkedIn. For anything else, info@thenevercompany.ai reaches us.
Get in touch.
Write to us about the product, a partnership, or a volume licence for your firm — or anything on this site you think is wrong. If you would rather see it for yourself, Juno Wealth is free to try.