Junxure Cloud Brings Client Data Automation to T3

by JunxureCRM
February 17, 2015

In conjunction with our announcement of the latest release of Junxure Cloud, we introduced the tech-savvy audience at the recent 2015 T3 Conference to both a new application programming interface (API) as well as client data automation – a powerful new tool that goes beyond tracking and reporting data, enabling advisors to generate and log correspondence and create actions from one centralized location.

Advisory Firm Tips for Managing a Location Move: Team Tasks

by Cynthia Greenfield
Institutional Relationships Manager
January 26, 2015
Cynthia Greenfield, Junxure Institutional Relationships

Is your advisory firm considering a location change? Here at Private Ocean we know a thing or two about moving to a new office. After building a new space and relocating across town this fall, here are some tips we picked up to streamline the relocation process and minimize disruption of your advisory business.