Fast, Flexible, Functional
Junxure® is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.
Implement Junxure and it becomes the nerve center of your practice, streamlining and systematizing operations that make possible:
✔ Exceptional client service
✔ Unprecedented efficiency
✔ Increased profitability
Store all your contact information in one place
Manage workflow with total office management features
Import and export between financial advisory systems
Track emails and calendars seamlessly through integration with Microsoft® Outlook
Use Junxure’s database management tools to easily query your data and send bulk email messages and letters
Monitor your firm’s performance with business development dashboards
Run your business anywhere
No matter where you are, Junxure Mobile gives you secure, live web access to the same Junxure database that’s sitting on your office server. All you need is web access and your laptop, smartphone or other mobile device. The rest is simple, powerful and liberating.