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INTEGRATION RELATIONSHIPS

CRM Software (Junxure)
CRM Software (www.junxure.com) provides comprehensive office management tools for financial services professionals.

Junxure™ combines client and office management, workflow automation, and paperless document organization to enhance office effeciency.

ClientView™ makes it easy to add private client web pages to your website.

We "play well" with these other software programs . . .

 

 


OTHER ADVISOR SERVICES
Boss
Buckingham
Captools
Centerpiece
CEO Images
Cornerstone Poweradvisor
Docuxplorer
FolioFn
IChannel
LPL
NetExPro
Oaisys (Phone System)
Portfolio 2000
Quik! Forms Library
Schwablink
SEI