We use Junxure in the office to delegate action items for our clients between our employees. I use Junxure every single day to organize my …
Junxure has guaranteed productivity improvements with the use of functions that do not require coding, this means that the learning curve …
It is used by every employee at our company as a CRM software to document client contacts based upon time and date and details of contact, …
Junxure is being used by our entire organization as the main source of information. This includes projects and follow-up, client data, …
Junxure is being used in every department. From administrators to Advisors, we are all benefiting. Time management has seen the biggest …
I have been working in the FinTech industry for about 5 years. I have yet to become a credentialed advisor because the need for tech-savvy …
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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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Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.