financial advisor crm

financial advisor crm

With Junxure Cloud, you can streamline your workflow, reduce your IT overhead, and provide clients with consistent, high-level service. And that's just the beginning. See the full list of features or watch a pre-recorded demo to learn more.


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Features & Benefits:

 

 

financial advisor crm

Capture important client demographic and financial information in one place
 

 

financial advisor crm

Manage workflow to ensure tasks are communicated and completed

 

financial advisor crm

Readily track your firm's efficiency
 
 

 

financial advisor crm

Capture client documents and financial data from our strategic partners
 

 

financial advisor crm

Access client data more easily through key integrations
 

 


 

Awards

 

financial advisor crmfinancial advisor crmfinancial advisor crm

 


RESOURCES

 

White Paper

financial advisor crm

Using the Seven Steps of Heart Culture to Create Lasting Success in Your Advisory Firm

White Paper

financial advisor crm

Client Portals: Extend Your Advisory Services Through the Web

White Paper

financial advisor crm

Private Ocean's 3 Best Technology Practices

White Paper

financial advisor crm

7 Steps to Implementing CRM Technology

Case Study

financial advisor CRM

Seneschal Advisors:
Making the Switch from Salesforce

Webinar Replay

financial advisor CRM

7 Steps to Successful Tech Adoption

Webinar Replay

financial advisor CRM

Cybersecurity - What Advisors Should Know

Webinar Replay

financial advisor CRM

Find Your Niche -
3 Tips for Defining Your Perfect Client

Video Library

financial advisor CRM

Watch interviews from the 2015 Junxure Advisor Conference. Courtesy of InvestmentNews.

Case Study

financial advisor CRM

Temenos Advisory Drives Operational
Efficiency to Enhance Profitability

 

Webinar Replay

financial advisor CRM

Tips for Advisors Looking to Hire a Virtual Assistant
 

Case Study

financial advisor CRM

RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

 

Brochure

financial advisor CRM

Get to know Junxure Cloud

White Paper

financial advisor crm

Using the Seven Steps of Heart Culture to Create Lasting Success in Your Advisory Firm

Case Study

financial advisor CRM

Lucien, Stirling & Gray Advisory Group, Inc. - Upgrading from Redtail