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We have been getting calls regarding the announced retirement of Junxure CRM. Junxure was acquired by AdvisorEngine several years ago. Franklin Templeton has since acquired AdvisorEngine. Other client relationship management (CRM) software products have suffered similar fates.  ProTracker Advantage® set the CRM bar in 1997 and continues to provide dedicated support to our enthusiastic and loyal customers. In addition, our extensive interfaces with other fintech platforms have kept pace with the ever-evolving needs of our customers, including the need for required minimum distribution (RMD) calculations.
Click for information about your free migration from Junxure CRM to ProTracker Advantage. Click to request an online demo of our required minimum distribution (RMD) calculator and tracking system within ProTracker Advantage.
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ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.
To learn more about ProTracker Advantage® (CRM) for your firm, fill out our CRM evaluation form. We respond to all inquiries. |
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