 |
Fast, Flexible and Functional to Meet Your Exact NeedsNot just another custom database or contact listing, Junxure was built for advisors to serve as the nerve center of your practice.
- A comprehensive, integrated CRM program, Junxure provides all the tools, training, analysis, support and reporting capabilities.
- Systemizing and streamlining your practice, Junxure allows you to deliver the highest level of personal service to every client, every time.
|
|
|
 |
Junxure offers built–in fields, created specifically for the financial advisory community, to store all of your contact information in one place.
|
Junxure’s total office management features make sure nothing slips through the cracks. From the admin staff and paraplanners to advisors and principals, your firm will offer repeatable, scalable services with every task done, every time.
|
Junxure imports and exports data from more of the other systems a financial advisory firm uses than any other CRM. Junxure also interfaces directly with Microsoft Outlook to make tracking emails and calendars more seamless.
|
Junxure’s easy-to-use tools query your data and create custom reports, send bulk email messages and letters.
|
Track key metrics, making it easy to monitor the firm’s wellbeing. The Opportunities and Prospecting Dashboard presents charts and graphs displaying your firm’s opportunities to bring in new business from prospects as well as existing clients.
|
A free, easy–to–use tool to populate your Junxure database.
|
Junxure 8.7 adds an enhanced PortfolioCenter® Import Wizard and enhanced formatting, navigation and workflow functionality. Click here to learn more.
|
|
Please contact a Sales Consultant for more information by calling 866-JUNXURE (586-9873), option 2 or email us at sales@junxure.com.
|
|
|
|
