Reviews written by alicial415

2 results - showing 1 - 2  
 
 
Junxure
CRM Software
alicial415alicial415   November 02, 2009
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.

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2010 Compliance Planning For RIAs
Webinars
alicial415alicial415   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Very informative. My first look at Advisors for Advisors.

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2 results - showing 1 - 2