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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 …
"The recording capabilities that Junxure has are incredibly helpful to us. We can scan documents, record phone calls and notes and assign tasks. Everything we do in the office is captured."
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 …
PatronManager is dedicated to transforming ticketing for arts and culture organizations by providing integrated world-class customer relationship management, box office ticketing, fundraising, and marketing solutions, built entirely on the world’s …
SalezShark is a Relationship Intelligence platform that enables Sales professionals and Marketers to gather actionable Customer Insights and increase their Sales. It comes equipped with a powerful Recommendation Engine bound …
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