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“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 …
"We sincerely want to thank the Junxure support team for all that you do for us - their caring manner, pleasantness, professionalism and extreme attempts to help us. We can’t thank you enough for the time spent to make sure all was okay."
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 …
Livespace is an intuitive & adaptable, cloud-based CRM platform, built for professionals by those in the know. Streamline your sales process, set goals, and keep all your customer information up …
Tero is your certified Salesforce and Microsoft partner. They take your business processes from strategy to solutions by implementing, integrating, and optimizing top CRM platforms. A strategic nearshore partner based …
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