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Up close and personal

Take a look inside AdvisorEngine’s supercharged CRM experience

Kathy Crowley

Business Development
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The next chapter of Junxure CRM is faster, simpler and more beautiful. If you haven't seen the evolution of Junxure to AdvisorEngine CRM, now's your chance to experience it in action.


Join us for a live tour of the latest CRM enhancements turning heads and earning recognition across the wealthtech industry. We'll also give you a sneak peek at more exciting developments in the works.

Highlights include:


  • A redesigned user interface that is sleek, modern and intuitive - helping you get more done in less time.

  • A highly configurable user experience that puts that data that matters to you at your fingertips.

  • New features, functionality and integrations to help you drive efficiency, adoption, client engagement and revenue.

Watch on demand

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