Junxure :: ClientView Live Test Drive

1-866-JUNXURE (586-9873)

ClientView Live Test Drive

Imagine having your own private cloud – a secure, encrypted web portal for your clients to access account information and reports from your firm's server in real-time.

ClientView Live is an add-on to Junxure that lets you communicate with clients quickly and easily over the web.

Try out our sample site and experience ClientView Live from a client’s perspective!

Start the Test Drive Now
Please contact our Sales Department for logon credentials.
1-866-586-9873 x2
sales@junxure.com

ClientView Live Test Drive Overview:

Click on any of the tabs in the top menu for more information, including:

	Home tab: Easy to use layout, with Alerts that tie directly to Junxure actions
	Accounts tab: The most current client account details in an environment you control
	Insurance tab: Clients can view their insurance details when they need them
	Document Vault and Portfolio Report tabs: Securely share reports and other files with clients
	Live Reports: Clients can view up-to-date reports on their schedule
	Contact Us: Clients can send you secure messages and attachments that appear in your Pending Actions in Junxure

ClientView Live also includes a Document Assembly Tool that eliminates the manual creation of paper reports by automating a paperless packaging and delivery of your client's periodic reports.

Please note: The ClientView Live Test Drive is a sample site. Your ClientView Live portal can be customized to integrate with your webpage, including adding a logo, colors, fonts and setting up a layout consistent with your company brand.

Interested in learning more about ClientView Live? Download a white paper, register for one of our weekly live demos, or email us at sales@junxure.com

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