junxure.comJunxure - Financial Advisor CRM
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Title:Junxure - Financial Advisor CRM
Description:The CRM that thinks like an advisor - Junxure helps streamline your workflow, simplify your technology and provide clients with best-in-class service.
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Schedule a demo Login Who We Are AdvisorEngine Support Who We Are AdvisorEngine Support Schedule a demo Login The CRM that thinks like an advisor From a 30,000 foot view of your firm’s productivity, to a 360-degree view of your client, Junxure helps wealth management firms combine smart-automation with personal client service. See for yourself CENTRALIZED DATA Capture important client demographic and financial information in one place WORKFLOW AUTOMATION Manage workflow to ensure tasks are communicated and completed REPORTING Create helpful internal reports and attractive reports for your clients CUSTOMIZED SEARCH Enjoy basic and advanced search functionality, along with customized search criteria KEY INTEGRATIONS Reliably capture client financial data from top technology providers See More Features Integrations to give you flexibility Reduce data entry, minimize errors, streamline workflow, and ensure up-to-date information. Junxure integrates with many custodians and major portfolio management, reporting and back office solutions to enhance advisor productivity and create a centralized user experience. RIAs use Junxure to maximize efficiency and consistently deliver exceptional client service "Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. " Timothy Admire - CISO & Managing Partner, Director of Operations - Willow Creek Wealth Management Sign up to stay informed with the latest updates from Junxure Industry-leading expertise From initial implementation through your future growth, a passionate team of experts is here to support your entire Junxure experience. Your firm will enjoy access to a wealth of user resources and guidance that help you get the most out of your CRM. Support Month after month Junxure clients give our Technical Support team a 98% approval rating. That's just one of the many reasons why our users love us! Training Choose from a number of training options to suit your firm's unique needs. From introductory how-to's to highly customized learning programs, our Trainers will help you fully realize the benefits of Junxure. Data Migration Our dedicated team of Migration and Onboarding Specialists have helped countless firms make a smooth transition to Junxure. We can do the same for you. Pricing Whether you’re advanced or starting fresh, you can get up and running in no time with wealth management's most powerful CRM solution. $65 Per User/Month | Billed Annually Unlimited data and document storage included Complimentary Junxure training Industry's best technical support 98% Client satisfaction rating Special custodial and affiliate pricing available AdvisorEngine Learning Center Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm. Junxure CRM reporting is now 6x faster + user performance tips We are excited to announce new enhancements to our Junxure® product, designed significantly to reduce the time it takes to produce reports. A financial advisor’s time is best spent servicing clients... Read More Mastering workflows at a financial advisory firm? Attend my upcoming session at >drive2020 to get insight on best practices Winning a new client is a great feeling for any investment advisor. What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client... Read More AdvisorEngine's >drive2020 goes virtual Things are changing fast in the wealth management industry. Last week, AdvisorEngine® CEO Rich Cancro shared his perspective on this moment of “hyper change” we all are experiencing. Client and... Read More Let's stay in touch. Get insights delivered to your inbox Log In Careers Privacy Policy Terms of Use © 2020 AdvisorEngine | All Rights Reserved....
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