Description

Junxure is a cloud-based Customer Relationship Management (CRM) software designed for financial advisors and investment firms. It enables users to track and manage closer client relations with demographic and financial information, manage and streamline workflows as well as produce internal and sharable external reports through built-in financial reporting with chart visualization that can be run via the client portal. Features include centralized client information, workflow automation, internal reports generation for clients, customized search capabilities, and client financial data capture.