Junxure
Software Development
Why pick this one
Junxure offers a CRM specifically designed for financial advisors and includes priority support at a mid-range price.
Best for
- financial advisors seeking a tailored CRM solution
- investment teams needing portfolio management tools
Look elsewhere if
- companies outside the financial advisory sector
- individuals seeking standalone software development services
Specialties
- CRM for financial advisors
- digital onboarding
- portfolio management
- goals-based planning
- investment management
What makes them different
- CRM built specifically for financial advisors
- human-centered CRM design process
- unlimited data storage included
- flexible pricing options based on team needs
Distilled from this business's own website.
Contact & Location
- Address
- 3651 Trust Dr, Raleigh, NC 27616-2955
- Phone
- +18665869873
- Website
- http://www.junxure.com/
- sdin@advisorengine.com
Services
- software development