AdvisorEngine CRM icon

AdvisorEngine CRM icon

AdvisorEngine CRM

Business Software Finance and Accounting
Activity Tracking Keep track of all tasks, activities performed, or any other notes related to a client. From the most simple of tasks to the most complex, Junxure will help to ensure that the right t...asks are being completed by the right people at the right time - firm-wide! Advanced Workflows and Automation 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. Customized Fields Junxure is built to store the unique types of information and data that an advisory firm needs in their CRM. You can easily expand what data is stored by creating user-defined fields - no need for additional overlays or coding knowledge to make Junxure work best for you and your clients. Client Data Segmentation Various search options allow you to quickly find exactly what you’re looking for while forming the foundation for a wide range of reports. Read moreless

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  • Workflow and automation
  • Activity Monitoring
  • Communication Management
  • Customizable fields
  • Segmentation
You can always update AdvisorEngine CRM to add more features!


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This page was composed by and published by It was created at 2020-12-14 13:21:51 and last edited by at 2020-12-14 10:00:23. This page has been viewed 593 times.

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