The integration is part of the Royal Alliance, FSC and SagePoint Financial advisor technology offerings who may take the advantage of all of Junxure’s features as well as an interface that maps data to and from Advisor Portal.
Moreover, the integration, which is a part of Advisor Group’s CRM solutions offering helps provide financial advisors with technology-based solutions to improve efficiency and profitability.
Advisor Group’s senior vice president and chief operating officer, David Ballard said the company will offer its 4,600 independent advisors with CRM tools and Junxure’s integration efforts will allow further enhance its technology suite.
The Junxure integration with Advisor Group which is available in the newest release of Junxure 9 will enable a seamless initial import of client data into Junxure.
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