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Wealth Management CRM
Junxure Migration
Leading CRM platform for independent RIAs with comprehensive client and portfolio management capabilities.
Complexity
Medium
Timeline
6-8 weeks
Record Types
6+
Migration Complexity
Medium Complexity
This migration is classified as Medium complexity based on data structure, integration requirements, and typical challenges encountered during migration.
Record Types Migrated
Clients
Accounts
Contacts
Activities
Documents
Opportunities
Common Migration Challenges
- Complex custom fields
- Household relationships
- Document attachments
- Activity history preservation
Industry Focus
Wealth ManagementRIA