Product Features:
  • Specific for Financial Advisors
  • Account Alerts
  • Asset Management
  • Client Management
  • Expense Tracking
  • Household Tracking
  • Integration
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Reporting
  • Search
  • Team Assignments
  • Workflow Automation
3651 Trust Drive, Raleigh, North Carolina - NC, United States 27616
Product Information

Junxure is a CRM built for and by financial advisors. Harness the power of meaningful data, forge deeper client relationships and scale using smart automation, With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. Junxure features industry leading workflow automations. Easily automate to-do items at specific intervals and set reminders to keep your employees on top of client service interactions. Visit their website and find out why their customer satisfaction rating is 98%.

Phone: 866-586-9873