Are you looking for an advisory technology that is designed for wealth advisories and financial advisors? Raleigh, NC-based Advisor Engine has a new software that fits the bill.
Do you want to boost your wealth advisory's productivity and client servicing? Do you want to take advantage of advisory technology? Advisor Engine has the solution you've been looking for.
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: 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 if your wealth management firm needs to optimize daily workflow so your advisors can dedicate more time to client servicing. Junxure is suitable regardless of your company's size as it can be scaled according to bespoke needs.
Junxure is cloud-based, meaning your advisors can access it 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 your 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.
You can integrate Junxure 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.
You may sign up for a free 30-day trial to test-drive the software. You 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.”
Take your wealth advisory technology to the next level with help from Junxure. Contact Advisor Engine to get started.
You can find more information about Advisor Engine at https://www.junxure.com/junxure-financial-advisor-crm
