document management

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

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.