AdvisorEngine's Junxure is a CRM solution specifically designed for financial advisors, with over 25 years of experience serving the wealth management industry.
Email: info@junxure.com
Phone: +1-866-586-9873
Junxure CRM
Category: Client Relationship Management (CRM) Systems
Advisor-focused CRM with client relationship tracking, automated workflows, document management, compliance tracking, reporting tools, and client service monitoring. Includes client portal capabilities and integrates with portfolio management and financial planning software..
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