Advisors - Have You Taken the CRM Challenge?

by Junxure
December 1, 2015

We invite you to take the CRM Challenge today and find out how Junxure Cloud can enhance your business.


Five Steps for Advisors Considering Social Media

by Junxure
November 10, 2015

Advisor and author Deena Katz shares her steps for advisors considering social media and emerging digital marketing opportunities. 

ClientView: Advisor Tips on Maximizing a Client Portal

by Junxure
November 04, 2015

We recently announced our new client portal, ClientView, which 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. Here are a few tips to help firms maximize a client portal.

How to Successfully Implement New Technology

by Jennifer Goldman, CFP ®
My Virtual COO
October 29, 2015

When the time comes to implement technology, it is best to remember that tech implementation is not an IT project but rather a solutions project and requires change management of your personnel.

CRM Storage Regulations - What Advisors Should Know

by Robert DeFrancis
Director of Sales
October 23, 2015

Advisors today face growing challenges storing and managing data that is both secure and compliant. While there is no official “FINRA or SEC compliant” document management system, many CRM platforms offer functionality that helps financial advisors more easily meet government and industry regulations for record retention.