Junxure, provider of a CRM solution for financial advisors, has enhanced its cloud-based CRM platform, Junxure Cloud, integrating it with Riskalyze, provider of a risk alignment platform and inventor of the Risk Number.
Riskalyze enables investment advisors to capture a quantitative measurement of client risk tolerance and portfolio risk and use that data to win new clients, capture and meet expectations, and quantify best interests. By joining forces with Junxure Cloud, their mutual users will enjoy greater efficiency and a seamless user experience.
Currently, the integration allows for setup, visibility into a client's Risk Number in Junxure Cloud, and one-click navigation between the two systems. Development is underway for greater automation where risk alignment changes trigger Junxure Cloud workflows.
"By bringing together these two powerful applications, our partnership with Riskalyze will equip advisors to better serve their clients and maximize their technology investments," said Greg Friedman, president and co-founder of Junxure, in a statement. "We are pleased to welcome Riskalyze to the Junxure family of integration partners, and we look forward to deepening our integration and joint work to support clients."
"We are thrilled to bring the Risk Number directly into Junxure Cloud," said Aaron Klein, CEO of Riskalyze, in a statement. "These single-click solutions and multi-platform visibility should greatly enhance the workflows of advisors using Junxure's CRM tools and Riskalyze, allowing them to focus on their clients and empower their clients to be fearless investors."