“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.”

“We’ve set up a monthly reporting system that provides each advisor with a view of activity on the site. This helps us identify adoption rates by clients as well as point out any interesting patterns of usage, such as login rates, login times, which documents are downloaded more or which …