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Junxure Cloud

Name: Junxure Cloud
Rating: 4.5 (2 reviews)

By Junxure

890 Interested

Highlights : About Junxure Cloud

Interaction tracking

Social media integration

Basic & advanced search functionality

Reporting & statistics

Portfolio management

About Junxure Cloud

Junxure Cloud is a cloud-based Customer Relationship Management (CRM) solution for financial advisors and investment firms that provides features such as streamlined homepages, workflow efficiency tools and a number of key third-party integrations. The system augments centralized client information capture and storage with "smart" automation to track and manage closer client relations. With demographic and financial data accessible in one place, basic / advanced search capability offers customized search criteria, while workflow automation ensures tasks and actions are addressed. Built-in financial reporting with chart visualization then aids the production of internal and sharable external reports that can also be run via the client portal.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Interaction tracking

Social media integration

CRM integration

Basic & advanced search functionality

Workflow management

Reporting & statistics

Third party integration

Customizable branding

Workflow automation

Calendar sync with Google

Email integration

Task management

Asset management

Document templates

Microsoft Outlook integration

Data import

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