September 28-29 | Las Vegas
The next generation in CRM technology, Junxure Cloud helps you manage your business so that you can spend more time where it counts - on your clients.
A CLIENT PORTAL FOR ADVISORY FIRMS
ClientView provides an integrated wealth reporting, document management and digital service platform for your advisory firm that works with Junxure Cloud and your existing portfolio management system. Designed with you and your clients in mind, our portal will help your firm deliver the ultimate client experience.
Junxure CEO Greg Friedman shares his 7 steps to unlocking
the power of a people-first culture from his recent book,
Advisory Leadership. Download this free white paper now,
or get a copy of his book at Amazon.com
A CRM that thinks like an advisor. Streamline workflow, reduce IT overhead, and provide clients with consistent, high-level service.
A client portal for advisory firms. Designed with you and your clients in mind, our portal will help your firm deliver the ultimate client experience.