Junxure, the well-known, long-lived buyer relationship administration software on the coronary heart of many a big RIA agency has some newly introduced deeper integrations with three third-party expertise distributors.
AdvisorEngine, the present proprietor of Junxure, introduced the integrations Thursday, which embody heavy-duty API work in collaboration with Orion Advisor Companies in addition to Fixed Contact and MyRepChat. Meant largely to assist energy advisory corporations’ advertising and marketing and communication efforts with prospects and purchasers, the integrations will enable simultaneous entry of CRM and portfolio information.
The deepened Orion integration creates a seamless move of information between the CRM and Orion’s portfolio accounting and rebalancing instruments, in line with AdvisorEngine. This implies customers can entry Orion’s portfolio accounting information without having to go away the Junxure platform and call adjustments made in Junxure will mechanically replace contact data in Orion. The combination is bi-directional too, as information from Orion will mechanically replace portfolio information in Junxure.
A contemporary API framework powers the Fixed Contact integrations, which can enable advisors to each export and import contact information to and from Junxure. This implies advisors can take full benefit of information they've already entered into the Junxure CRM to run their e-mail advertising and marketing campaigns.
The third integration is round an space advisors have been clamoring for typically for years: Enabling compliant texting with purchasers. An API integration with MyRepChat means Junxure customers will be capable of simply sync all of their shopper and prospect contacts into MyRepChat. As soon as synced, textual content messages despatched by way of MyRepChat are then delivered into the Junxure CRM to create a unified communication hub for advisors.
Post a Comment