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Last updated at November 10th, 2020"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 Cloud to maintain a centralized location for all client information.
Status : OnlineWelcome to Junxure Support. Search our knowledge base, ask the community or submit a ticket.
Status : OnlineSee why Junxure is the leading CRM system for financial advisors and their teams. Sign up for a free trial or demo today! AdvisorEngine uses cookies to enhance your experience and to help us better market to you and understand how you use our website. By continuing to browse, you indicate agreement for cookies to be used. ...
Status : OnlineSchedule a demo Login Start Your 30-Day Free Trial No credit card required. First name * Last name * Company name * Email * Phone number * Street address * City * State/Region * Current CRM * How many CRM users in your firm? ...
Status : OnlineJunxure Cloud Pricing Overview. Junxure Cloud pricing starts at $65.00 per month, per user. They do not have a free version. Junxure Cloud offers a free trial. See additional pricing details below.
Status : OnlineWatch a Recorded Junxure Demo With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. And that's just the beginning. Watch a demo to learn more.
Status : OnlineThis public-facing self-service online portal gives clients single login access to viewing personal portfolio investment data, file sharing options, firm commentaries and corporate newsletters etc. Additional Junxure Cloud features then go on to include integration options for other platforms such as Advent, Citrix ShareFile, Constant Contact ...
Status : OnlineThe Junxure Spreadsheet Import tool enables you to import contact data from a Microsoft Excel® spreadsheet into Junxure. NOTE: This article applies to users with Junxure Version 9.2 only. Junxure 9.2 included several enhancements to the Spreadsheet Import tool including additional fields and two Excel templates: basic and advanced.
Status : OnlineZoho CRM vs Junxure Cloud; Zoho CRM vs Junxure Cloud. Share. Zoho CRM by Zoho CRM Junxure Cloud by AdvisorEngine ... settings Vendor Login; Contact Us. Capterra Inc. 1201 Wilson Blvd 9th Floor Arlington, VA 22209; Email Us; Select your Country: United States (English) Select Your Country.
Status : Online/ Zoho crm vs Junxure cloud Compare Zoho CRM Tools vs Junxure Cloud Purchasing and implementing the best CRM software requires a great deal of consideration as well as comparison of important factors To get an in-depth comparative analysis, we have created a feature comparison that covers the many functionalities Zoho CRM Tools and Junxure ...
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