The next-generation platform for wealth advisors

Advise more clients. Better. Faster.

Junga automates your firm's busywork, accelerates your sales and augments every advisor with AI. You take back control of your time.

Junga · Tableau de bord
Mes clients + Nouveau client
48
Clients
5
Tâches du jour
96 %
Conformité
SM Sophie Martin KYC validé
JD Jean Dupont MIF2 à renouveler
CD Claire Dubois Hit LCB-FT
ML Marc Lefèvre À jour
Built for demanding professionals
Hosted in France GDPR compliant Audited traceability

Three levers, one platform

Manage more clients

Less admin, more advice. Junga handles your firm's repetitive tasks and gives you your time back.

Accelerate your sales

A seamless client journey, from onboarding to signature, to convert and close faster.

Level up with AI

Lucy, Junga's AI assistant, prepares your files, guides you and sharpens your expertise every day.

Lucy

Lucy, your AI assistant

Lucy amplifies your expertise — it doesn't replace it. You keep the judgment, you validate, you sign.

  1. 1

    Gathers the information

    Lucy pulls together the documents and context of a client file.

  2. 2

    Prepares the work

    It pre-fills deliverables and structures what needs structuring.

  3. 3

    Flags what matters

    Deadlines, watch points, next actions: nothing slips through.

  4. 4

    You decide

    You review, adjust and validate. The responsibility stays yours.

Whatever your firm looks like

The next-generation advisor

A modern, mobile, intuitive interface to grow your book fast — without the weight of legacy software.

The established firm

Modernize your firm seamlessly, grow your assets under management and keep a 360° view of every client.

Compliance, continuously

While you advise, Junga keeps your compliance (KYC, MiFID II/IDD, AML) up to date and traceable — ready for an audit at any time.

  • Continuous regulatory monitoring, not a yearly snapshot
  • Every action traced and timestamped
  • Tasks triggered before deadlines

The advisor's job is changing. Now.

Three forces are reshaping the profession — and opening a window for firms that tool up.

01

The great wealth transfer

Trillions of euros will change hands in the coming years. Keeping the heirs requires a modern relationship.

02

Too few advisors

Demand is rising faster than the number of advisors. The only lever: productivity per advisor.

03

Heavier compliance

Obligations keep piling up. Tooling becomes essential to absorb the load.

Building the firm of tomorrow

Junga gave me my evenings back: admin no longer dictates my schedule.
Pilot firm — independent advisor
Finally a tool built for our profession, not a generic app bent to fit.
Pilot firm — wealth management
The control tower replaced three tools and our compliance provider.
Pilot firm — 6 advisors
My clients fill in their own files. I get a huge amount of time back.
Pilot firm — independent advisor
Junga gave me my evenings back: admin no longer dictates my schedule.
Pilot firm — independent advisor
Finally a tool built for our profession, not a generic app bent to fit.
Pilot firm — wealth management
The control tower replaced three tools and our compliance provider.
Pilot firm — 6 advisors
My clients fill in their own files. I get a huge amount of time back.
Pilot firm — independent advisor

Ready for the next generation?

See how Junga transforms your firm in a 30-minute demo.

Request a demo