When we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.

“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”

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Junxure Mobile provides access anywhere and Version 8 Includes dozens of new automation and practice management tools to help advisors transform their business

CRM Software, makers of Junxure, the industry’s leading CRM and office management software for financial advisors, announced today several major enhancements to the Junxure technology platform.

These include the launch of Junxure Mobile, a robust, feature rich desktop application with the flexibility of access anywhere, any time via an internet browser or smart phone, along with the release of Junxure 8, a complete update and enhancement to the core Junxure suite.
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