We are excited to announce new enhancements to our Junxure® product, designed significantly to reduce the time it takes to produce reports. A financial advisor’s time is best spent servicing clients and building relationships, not sitting in front of a screen, waiting for data to load. With that in mind, we’ve rebuilt our functionality to maximize performance. Now, for instance, Action reports will load and be ready to print six times faster.
Things are changing fast in the wealth management industry. Last week, AdvisorEngine® CEO Rich Cancro shared his perspective on this moment of “hyper change” we all are experiencing. Client and market shifts in motion are now accelerating and advisory businesses must react to the pace of this change. How the industry meets is also evolving. Social distancing demands and health concerns have pushed a number of wealth management events online. That’s why for the first time in eight years, our >drive conference will not be held in-person. Instead, it will be an immersive, virtual experience held October 22-23, 2020. One of the biggest draws to past >drive events has been the opportunity for Junxure® users to gather together - administrative assistants, advisors, CEOs, firm principals and operations leaders alike - to share ideas, knowledge and experiences. With that in mind, we have designed a virtual >drive2020 conference focused on engagement.
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