Asset Map Integration

Asset Map Integration

It would be awesome if Junxure integrated with Asset Map.  We regularly update our client's financial planning information with Asset Map; i.e. Income, Assets, Insurance, etc. - so it would be nice to have that information automatically update in the client's Junxure record.  It also has relationships; i.e. kids, grandkids, etc...

Thank you.

Kyle Martin
210.664.0515 
    • Topic Participants

    • Kyle