CRM | Financial Advisors | Financial Technology | Junxure | Technology | Wealth Management
Raise your wealth management CRM from the office to the cloud
Are you still using a legacy on-premise solution for your CRM?
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AdvisorEngine | Digital Tools | Financial Advisors | Financial Planners | Financial Technology | Fintech | Junxure | Technology | Wealth Management
What I'm looking forward to at AdvisorEngine in 2021
A new year is just around the corner, and I’m really excited to talk about our product roadmap, but first, I want to say my thoughts are with everyone who has been impacted by Covid-19.
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CRM | Financial Advisors | Junxure | Technology | Wealth Management Technology
The cost of Client Relationship Management (CRM) software for financial advisors
As a financial advisor, you take pride in how you’ve cultivated deep relationships with your clients.
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Financial Advisors | Junxure | Technology | Wealth Management
Benefits of a wealth management operations manager utilizing a CRM
How (and why) DHG Wealth Advisors shifted their focus from transactions to relationships.
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