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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Junxure is the award-winning and flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL with operations in the heart of the “Research Triangle” in Raleigh, NC, New York City, Ohio, and California. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses.

We offer a 10% discount off our standard subscription price for Junxure advisers. Please select Junxure under Alliance when subscribing.