CRM for Wealth Management
The CRM that thinks like an advisor
From a 30,000 foot view of your firm’s productivity, to a 360-degree view of your client, Junxure CRM helps wealth management firms combine smart-automation with personal client service.
- Deliver relevant and engaging email communications to clients and prospects.
- Seamlessly coordinate key contact information between Junxure and Constant Contact.
- Easily update your contacts' email list subscriptions from within Junxure.
- Stay aligned to CAN-SPAM regulations with automatically managed opt-outs.
$65 Per User/Month | Billed Annually
* Unlimited data and document storage included
* Complimentary Junxure training
* Industry's best technical support
* 98% Client satisfaction rating
* Special custodial and affiliate pricing available
3651 Trust Drive
Raleigh, NC 27616