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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Junxure
Hot
CRM Software
by Guest October 20, 2009
April 26, 2010
jeffreym713
Top 1000 Reviewer
View all my reviews (13)
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
3.0
Junxure - For workflow management
N/A
User Review
The Good
Action Sequences
Integration with Portfolio Center
Tracking Management Fees
The Bad
Insurance Tracking
The Bottom Line
Overall, Junxure is a solid CRM system with A LOT to offer, more than what most people are going to use.
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