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"Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. "
“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 …
Ledgeview Partners, job to make businesses of all sizes more successful. They understand that strong customer relationships provide the foundation for success and built their company to focus solely on …
Powered by Artificial Intelligence. Stiddle is a software platform able to outperform ad agencies for a fraction of their price. Run fully automated advertising funnels with Stiddle. Run ads on …
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