CRM

Record Attendance at Second Annual Conference Boosted by Sales on Junxure Cloud

Junxure (www.junxure.com), the RIA industry’s leading CRM and office management technology platform, will announce today at its second annual Advisor Conference at the Four Seasons Hotel in Las Vegas, NV, several major initiatives and results that show a growing momentum in the financial advisory industry.

New Redtail CRM User Interface Incorporates Morningstar’s Proprietary Research and Analytics

Redtail Technology, a leading provider of client relationship management (CRM) software, and Morningstar, Inc., a leading provider of independent investment research, are working together to simplify an advisor’s practice by providing seamless access to Morningstar’s proprietary research and analytics directly within a new Redtail user interface that will launch in the fourth quarter.

Customer relationship management platform is designed to expand and enhance the firm’s core technology offerings

LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced a new relationship with Redtail Technology, Inc. (Redtail).

Financial advisors now have access to the collaborative, social, and outrageously simple design of web-based CRM at www.Wealthbox.com.

MacroRisk is the Premier Risk Management Platform for Financial Professionals

Advanced CRM Solution for Independent Advisors and Broker/Dealers Brings Secure Functionality to the Financial Services Industry and an Ever More Mobile World 

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.

WHAT: The Laser App 2013 conference brings 300 broker-dealer executives and software providers into a collaborative environment to focus on technology trends and integrations.

CRM is a crucial component to your overall tech strategy. If you are struggling with user adoption, Paul Cantrell of Redtail Technology outlines some helpful steps you can take for a successful CRM implementation.

Junxure, an industry-leading CRM solutions provider and practice improvement firm for financial advisors (www.junxure.com), today announced that June 11 will mark the official marketing launch for Junxure Cloud™, the Company’s cloud-based CRM solution for financial advisors, and kick off a series of live preview demos of Junxure C