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Apr 07, 2008 · 1/27/2009. 21836 views. This article is designed for users who wish to create custom Word templates in Word 2007 for use with Junxure. 1- In Junxure go to Letters > Create Document The following screen will open. Leave the Based on as the “Default Document”, categorize the template and then give it a title. Next click on “Create Template”.

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Jul 13, 2013 · Use Junxure’s database management tools to easily query your data and send bulk email messages and letters. Populate your Junxure database with a free, easy–to–use conversion tool. Track key metrics and monitor your firm’s performance with Junxure’s business development dashboards . Price: For complete pricing details, please see:

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junxure export instructions for migration. Navigate to Settings. Click the Database Export tile. Create a password that will be used to encrypt the zip file of your data. The password must be at least seven characters long. Click Export. When the export is completed you will receive a System Alert. Once the alert is received, open your alerts .

Welcome to the Junxure Educational Video Library! These short on-demand videos are designed to help you learn or review many of the common features and functionality in Junxure. Our video library is intended to supplement your overall Junxure training and is one of the many training options available to help you access the full potential of the …

Junxure Cloud acts as our hub with all of our other software solutions functioning asthe spokes. We strive to ensure that all communications, notes, and documentationare retained within Junxure Cloud to maintain a centralized location for all client information. From there, we integrate with Orion to pull in account data and holdings information.

Junxure Cloud is easy to use. The dashboard is simple and arranged like tiles, so we never have to look for something. Cons. Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can’t live without it! …

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Junxure is a CRM built for advisors, by advisors. Trusted by over 1400 wealth management firms since 2000. Powerful workflow automations, robust integrations and 98% customer satisfaction.

To export your backup from Junxure Desktop, Navigate to Settings > Database Export. Create a password that will be used to encrypt the zip file of your data. The password must be at least seven characters long. Click Export. When the export is completed you will receive a System Alert. Once the alert is received, open your alerts .

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venturecomm.net webmail Login. Username: Password: Login