Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. Designed and built by financial advisors for financial advisors, Junxure's powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that Advisors can continue to provide the highest level of client service while increasing productivity and profitability.
Contact Us: www.junxure.com
ProTracker Advantage is a highly-acclaimed practice management solution designed specifically for financial planning professionals.
- manages relationships, tasks and appointments
- organizes financial, life planning and estate information for clients
- stores client documents and communications
- automates office work flow processes
- imports data from portfolio management systems
- calculates RMDs
- provides marketing campaign management
- facilitates regulatory compliance
Spend more time in front of your clients while getting the most out of your technology dollars. Redtail Client Relationship Management (CRM) for financial planners was created to use technology to eliminate or automate many of the tasks that are counter productive to your time. Technology should be designed to help alleviate these struggles not contribute to them and that is what Redtail Technology helps financial advisors do. Unlike traditional solutions, Redtail, is web-based, inexpensive, easy to use, quick to deploy and delivers a rapid return on investment. Please go to www.redtailtechnology.com to sign up for a 30 day trial.
Contact Us: www.redtailtechnology.com
