Junxure (www.junxure.com), an industry-leading CRM solutions and technology firm for financial advisors, today announced at the T3 Advisor Conference in Ft. Lauderdale its latest enhancements to its cloud-based CRM platform, Junxure Cloud®. As part of its ClientFirst initiative, Junxure Cloud is expanding to deliver more prospecting and business development tools, deeper levels of technology integration, a custom client portal, and client data automation features.
“The impact of the ‘robo effect’ on advisors means more on-demand expectations, and we are committed to innovating not only for our customers but for their clients as well,” said Greg Friedman, President and CEO of Junxure. “That’s the concept behind ClientFirst and the driving force for these enhancements.”
- Dashboard Builder. Choose and track key performance metrics based on an individual firm’s goals.
- Customized Reports. New report builder gives firms the ability to create highly customized, ad hoc reports.
- Client Service Monitor. An automated “safety net” feature that ensures firm commitments to clients are kept and all tasks are completed.
- ClientView. Firm-customized client portal that provides wealth reporting, document management and digital services and integrates with Junxure Cloud and many existing portfolio management systems.
Future development for Junxure Cloud expected in 2016 includes a mobile solution as well as deeper integrations with TD Ameritrade Institutional’s VEO, Orion Connect, Advent, Hubspot, Sharefile, and Laserfiche among others. For a full list of current and upcoming integrations, log on to junxure.com/integrations.
“With a powerful CRM at the center of an advisor’s business, we combine ground-breaking, actionable features with meaningful integrations across best-in-breed platforms in portfolio management, document management, and financial planning,” said Friedman. “The result is an optimized business experience that doesn’t sacrifice a firm’s service model or limit their technology.”