Junxure
Client relationship management software for financial advisors is geared towards enhancing wealth management practices, and Junxure does that through its central repository feature. Users get their client’s financial data, demographics, and documents in one location. Customers of an advisory firm also have access to the central hub so they can view their investment data. Junxure is an integrated cloud CRM application that provides security for customers while accessing sensitive information. It makes it possible for financial advisors to incorporate their existing portfolio management systems thereby improving customer experience. The uncomplicated setup process for Junxure is another selling point, as users only have to import data from their portfolio management systems, configure it, and register clients. Junxure boosts workflow in a financial advisory company by improving client reporting, file sharing, and content management. It automates operations so financial advisors can spend time on other vital roles. Junxure comes in a demo form so companies can try it before buying the real version.