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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
November 02, 2009
alicial415
View all my reviews (2)
Overall rating
3.9
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
4.0
Client Portal
4.0
Integration
5.0
Security
3.0
Pricing
3.0
Junxure is new for our firm. It seems very robust, so far so good.
We are all very excited to finish the training and get started.
User Review
The Good
It will be nice to have all of our advisors on the same system/
The Bad
There is a lot to learn, and the time needed will be much at first.
The Bottom Line
Eventually, we hope that Junxure will help streamline many of our procedures.
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