I’ve tried to make my new RIA as heavily reliant on cloud technology as possible. Anything that I could push into a cloud technology solution I have. However, I’m still wrestling with one of my basic needs: a CRM system.

At the previous RIAs I have worked at, I worked first with a proprietary CRM and then with Junxure. I enjoyed using Junxure, but it didn’t make sense to use it in my one-man setup; it’s just too big for me. (The initial price tag is out of my price range, and it has a three-user minimum.)

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