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"I am thankful that we signed up for Back on Track. The training is presented just for our practice. Junxure has done the research to lay the ground rules for the way most offices want to and should run their businesses. Each office does their own fine tuning as appropriate, …
“Through the Accounts tab on ClientView Live we can post consolidated information on their other holdings, such as 401(k)s, Annuities and other retirement assets. Our clients only have to look at their private website to see where they stand vs. logging into multiple other websites, which is a huge convenience …
Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …
Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Aptean CRM gives you a complete view of your customer. It’s designed to …
Xtime is the leading cloud-based Customer Retention Management platform serving automotive manufacturers and automotive service departments. It is committed to helping the industry deliver high quality service to customers who …
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