Junxure
Junxure customer service relationship (CRM) software has been designed to serve the needs of financial advisors, enabling them to streamline their workflow, cut down on overhead and provide their clients with consistently top-quality service. The cloud-based software enables advisors: • To capture and store demographic and financial information on clients in one place • Access the data efficiently • Manage workflow and communications so that tasks are completed effectively, and • Track a variety of financial documents, including application forms, tax returns and confirmations of trade and cash management. The software offers secure access to data. It is built on technology that is among the most advanced of its sort that is available today. Junxure, which has been in service for 15 years, regularly records a 98 percent satisfaction rate from its 12,000 users. It is easy to set up and can be customized to serve the specific needs of an individual financial advisor.