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"We looked at Redtail, but it was way too simple and not customizable to fit our needs. We also looked at Outlook, but again it wasn't at all customizable. We like having all the customized fields that come standard with Junxure Cloud."
“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 …
HubSpot is the world’s leading inbound marketing and sales platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 15,000 customers in more …
servis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. Their all-in-one platform centralizes complex workflows, allowing teams to deliver outstanding service while boosting productivity and clarity …
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