Raleigh NC Integrated CRM Workflow Management Tool for Wealth Advisors Launched
Oct 26, 2020
Raleigh, NC-based Advisor Engine launches Junxure, a CRM and workflow management solution that helps wealth management firms and financial advisors streamline their operations.
RALEIGH, United States - October 26, 2020 /NewsNetwork/ —
Advisor Engine of Raleigh, NC announces the launch of its Junxure software for wealth management firms and financial advisors. The new system combines CRM and workflow management into a single solution to help maximize a firm’s productivity and profitability.
Learn more by about advisory technology via https://www.junxure.com/who-we-are
Junxure was launched to help wealth advisors streamline their operations given the rising number of high-net-worth individuals (HNWI) around the world Advisor Engine notes that HNWIs have increased by 216% in recent years, highlighting the need for sophisticated but simple software like Junxure.
This solution is ideal for wealth management firms who wish to optimize their daily workflow so they can dedicate more time to quality client servicing. Junxure is suitable for companies of all sizes as it can be scaled according to bespoke needs.
Junxure is cloud-based, meaning it can be accessed by simply logging into an online portal—there is no need for lengthy downloads or installations. It also means that all client demographic and financial information will be recorded in real-time in a centralized database.
Aside from CRM functions, Junxure also has a robust workflow management system that allows certain tasks to be automated. Individual tasks can also be assigned to certain people, ensuring that no job falls through the cracks.
Users may use the built-in reporting system to generate both internal and client presentations. There is also a powerful search feature that allows users to easily find crucial information such as client details, contracts, and pending tasks, among others.
Junxure can be integrated with portfolio management systems to ensure timely and accurate capturing of client financial data. These include Ameritrade, Envestnet, Charles Schwab Portfolio Center, Orion, and Wealthscape, to name a few.
Interested parties may sign up for a free 30-day trial. They may also request for a recorded demonstration by signing up through Junxure’s website.
A satisfied client says: “Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure to maintain a centralized location for all client information.”
More information about the best advisory technology (Advisor Engine) can be found at https://www.junxure.com/junxure-financial-advisor-crm
Contact Info:
Name: Scott Olson
Email: Send Email
Organization: Advisor Engine
Address: 3651 TRUST DRIVE, RALEIGH, NC 27616, United States
Website: https://www.advisorengine.com/
Source: NewsNetwork
Release ID: 88982452
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