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Product Features:
  • Asset Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Expense Tracking
  • Household Tracking
  • Industry Specific for Financial Advisors
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation/Integration
  • Marketing Management
  • Relationship Tracking
  • Segmentation
  • Social Media Integration
  • Task Management
  • Team Assignments
  • Territory Management
Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force  automation which includes invoicing and a financial dashboard.  A collaborative, [...]
Address:
624 Holly Springs Rd. Suite 207 Holly Springs,, North Carolina, United States 27540
Description:

Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force  automation which includes invoicing and a financial dashboard.  A collaborative, employee-centric Operations Library is included, along with Financial Planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit.  Market Dynamics provides life-like effect of market volatility on asset accounts and financial plan summaries and money flow reports. An All-in-one unified interface eliminating dreaded double entry makes UGRU the #1 CRM Financial Practice Management Suite, so you have everything you need to run a world class financial planning business. Four pricing plans are offered starting at $59 per month for three users.

Phone: 888.742.0033
Website:
Product Features:
  • Client Management
  • Industry Specific for Financial Advisors
  • Integration
  • Reporting
  • Search
  • Workflow Management/Automation
Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. Designed and [...]
Address:
3651 Trust Drive, Raleigh, North Carolina, United States 27616
Description:

Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. Designed and built by financial advisors for financial advisors, Junxure’s powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that Advisors can continue to provide the highest level of client service while increasing productivity and profitability. Pricing starts at $41 per user per month. Junxure Cloud starts at $65 per user per month. A free trial is available. AdvisorEngine acquired Junxure in January 2018.

Phone: 866-586-9873
Website: