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"A fast, cloud-based CRM that will run our office and is easy to set up and maintain.”
“Even though we were both like-minded firms and knew we would find many strategic synergies, there were still a lot of operational issues in merging our two firms together. However, because we both were using Junxure, those operational aspects were simplified greatly.”
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 …
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …
ALLDATA® is the leading provider of OEM automotive repair information and solutions to the professional automotive service industry. Thousands of professional repair and collision shops across North America depend on …
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