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Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.
Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.
98% Client Satisfaction
RIAs use Junxure to deliver consistently exceptional client
service. Trusted by over 1,400 advisory firms.
You can easily manage the entire flow of your firm’s processes from start to finish. Easily automate to-do items at specific intervals and set reminders to keep your employees on top of client service interactions.
Robust and intuitive tools help gather lists of contacts, helping advisors more proactively communicate with clients. The ability to create email and letter templates make it easy to create and send personalized correspondence in bulk, or to individual clients. In addition, emails from clients are automatically imported in your client history for future review.
That’s why our customer satisfaction is 98%. We know the industry. We know what works. Let us help you get it right the first time. From initial implementation through your future growth, a passionate team of experts is here to support your entire AdvisorEngine experience.
“If you’re an RIA and the CRM you’re using doesn’t see their workflow management tool as their competitive advantage, you’re using the wrong CRM. Junxure’s workflow setup and workflow monitor is a big reason why we’re a successful company.”
"We have been very happy with Junxure! Having everyone following the same workflows, leaving notes in one central location, and having it all at our fingertips makes our office run so smoothly. The team at Junxure is wonderful and are extremely helpful and cheerful when we have questions."
AdvisorEngine's Junxure CRM has been a game changer for us. The workflow functionality is a great feature that allows our entire firm to streamline our processes and make sure that tasks are getting completed the same way no matter who is working on them.
