Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
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I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
The customer support is amazing and was a big reason my firm chose Junxure to work with. While the software may seem the same, Junxure has been working on enhancing their offer and the new upcoming version seems to eliminate some of the points of pain such as allowing for …
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your …