Blog

Orion and Junxure Partner To Create Fully Integrated CRM/Portfolio Management Platform

by JunxureCRM
July 21, 2014
Orion Advisor Services, LLC

Junxure Cloud™, Junxure’s new cloud CRM solution for advisors, now offers direct access to the Orion Connect portfolio management application. This integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

The 3 Biggest Mistakes Advisors Make With Their CRM

by Julie Cochrane
Consulting & Training Manager
July 14, 2014
Julie Cochrane, Junxure Consulting

As a Junxure consultant, I have the opportunity to work with many advisory firms, helping them to optimize their CRM technology and improve their business. Over the last 10 years I've found that no matter the size, small and large firms alike often make the same mistakes with their CRM.

Announcing General Release of Junxure Cloud CRM

by JunxureCRM
July 10, 2014
Junxure Cloud

"We've been in this industry for more than 14 years gathering feedback and best practices along the way so that we're constantly evolving to meet the needs of the industry," said CEO Greg Friedman. "That means change - change in how the product may look, feel, or even function - so that advisors consistently get the most out of our technology. What doesn't change is who we are or how we deliver these products. We are committed to helping our customers run a better business. ”

Better, Faster: Why Advisors Should Enforce Guidelines for CRM

by Julie Cochrane
Consulting & Training Manager
July 1, 2014
Julie Cochrane, Junxure Consulting

According to Financial Advisor Magazine, “Only 13% of advisors feel completely in control of their time, while a mere 10% feel in complete control of their businesses. The study shows 35% of advisors spend more than 50 hours a week at work and another 39% spend 40 to 49 hours." At Junxure, we believe advisors can do better - with the right CRM solution and right guidelines in place.

Junxure Cloud Keeps Client Relationships at the Heart of Your Business

by Robert DeFrancis
Director of Sales
June 23, 2014
Robert DeFrancis, Junxure Sales

The heart of financial planning isn't about technology or technology integrations. It's about how well you develop, maintain, and cultivate relationships with your clients (and potential clients).

Pages