Service + Efficiency >> Growth + Profit

Junxure: Fast, Flexible, Functional

Junxure® is a comprehensive, integrated CRM system 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

With Junxure® you can:

Store all your contact information in one place, using built–in fields created specifically for financial advisors
Manage workflow with total office management features that define repeatable, scalable services – now every task is done every time
Import and export between financial advisory systems – Junxure interfaces with more of the systems you use than any other CRM
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. Populate your Junxure database with a free, easy–to–use conversion tool.
Track key metrics and monitor your firm’s performance with Junxure’s business development dashboards

More information

Contact a Sales Consultant at 866-JUNXURE, option 2 or send email to sales@junxure.com

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Junxure: Fast, Flexible, Functional

With Junxure® you can:

More information