The independent advisor: everything in one place
Compliance, clients, AI, portal: one turnkey platform. You start on your own, fully autonomous — no back office, no external compliance provider.
Request a demo→Your tools are scattered, and the compliance provider is expensive.
One all-in-one platform
KYC, MiFID II, AML, wealth, client portal: it's all together. No more scattered tools or a separate compliance service.
Setting up pro software takes weeks.
Turnkey from day one
Your firm is preconfigured and compliant at creation. You start in minutes, with no technical team.
- Vérification d'identité (KYC) activée
- Questionnaire MIF2 prêt à l'emploi
- Scoring & règles LCB-FT préconfigurés
- Listes de référence à jour
- Modèles de documents en place
Prêt en quelques minutes, sans équipe technique
On your own, you're the advisor AND the back office.
AI takes the grunt work
Lucy prepares your files, the portal makes clients fill in their own: you keep your time for advice.
Lucy propose, vous validez et signez.
You fear forgetting an obligation.
Full autonomy, nothing forgotten
The agenda creates tasks before deadlines; you run everything, solo, with confidence.
Tâches créées avant chaque échéance — rien ne passe entre les mailles.
Frequently asked questions
Can I really manage compliance with Excel, or do I need real software?
Excel tracks nothing and proves nothing during an audit. From the moment your firm is created, Junga provides a ready-to-use compliant setup (KYC, MIF2, AML/CFT scoring) and a tamper-proof event log. Your recurring obligations generate automatic tasks, which no spreadsheet does.
Starting out solo: how long before the platform is operational?
When your firm is created, an automatic bootstrap puts a compliant default setup in place: KYC checklists, MIF2 questionnaire, AML/CFT scoring rules, roles and reference lists. Everything stays fully configurable. You can start creating client files immediately, with no installation project.
Are recurring regulatory obligations tracked automatically?
Yes. KYC renewals, MIF2 reviews and AML/CFT re-screening are scheduled automatically. A task appears in your agenda ahead of each hard deadline, distinct from a mere notification: it records the work actually done. For a solo advisor, it's a safety net against missing an obligation.
Ready for the next generation?
See how Junga transforms your firm in a 30-minute demo.
Request a demo