Client Relationship Management
Tracking communications with customers and prospects is an important part of client service. These solutions integrate PortfolioCenter® holdings detail to enhance your front office workflow.
Designed and developed by financial planning professionals, Junxure is an office management system that provides total-firm technology to address the specific needs of the financial advisors' office. With dashboard views of the pending actions in your office and key client information at a glance, you enhance your productivity. Through integration with PortfolioCenter for account detail and Microsoft® Outlook® for email linking, you can scale your business to efficiently service more customers on existing infrastructure. Junxure offers a wide range of capabilities to help you automate your workflow and increase profitability, including a suite of practice management consulting, training and support services.
For more information: www.junxure.com
ProTracker Advantage allows you to easily track appointments, tasks and notes for prospects, clients, groups and employees. Interfaces with portfolio management software programs, such as PortfolioCenter, simplify the import of portfolio values and money balances for client accounts. Additional program features include firm-wide calendaring, workflow processes, email archiving capability, built-in document management, marketing pipeline reports, forms interfaces, regulatory reports, a retirement projection calculator and a Required Minimum Distribution calculator. ProTracker Advantage sets the standard for comprehensive contact and practice management software in your practice to help you improve your productivity and profitability.
For more information: www.protracker.com
Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.
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