Junxure, the CRM and practice management technology firm, announced Monday that it will provide client data integration between Advisor Group’s Vision2020 account tracking platform and Junxure.
Advisor Group is the independent broker-dealer network that includes Royal Alliance, FSC and SagePoint Financial. It has 4,600 representatives and is led by Larry Roth.
Using Junxure 9, the latest release of the firm’s customer relationship management software, Junxure will initially provide an import of basic client data into Junxure from Vision2020, which is Advisor Group’s proprietary account tracking system. In a statement, David Ballard, senior VP and COO of Advisor Group, said the BD network is “confident Junxure’s integration efforts will allow us to further enhance our technology suite.”