Junxure CRM Announces Schwab OpenView Gateway Enhancements and Envestnet Integration

Junxure Version 9.5 enhances user experience, promotes workflow management and extends business development support


Raleigh, N.C.March 20, 2013Junxure, a CRM solutions provider and practice improvement firm for financial advisors, released Junxure Version 9.5, which enhances user experience, promotes workflow management and extends business development support.

“With more than 10,000 users across almost 1,500 firms, it is mission critical that we are constantly evolving our software to meet our customers' dynamic needs,” said Greg Friedman, Co-Founder and President, Junxure. “These enhancements represent our steadfast focus on delivering the most robust CRM solution that includes the latest features advisors depend on most.”

Workflow and user experience benefits flow from a deeper Schwab Advisor Center integration, which include:

  • The collection of Schwab Advisor Center Alerts that automatically generate appropriate Junxure-managed workflows. These workflows are customizable and firms may select from Junxure's new suite of pre-built, Schwab Advisor Center-focused workflows or create their own
  • An at-a-glance update of comprehensive account balance and buying power detail information, without having to separately access Schwab Advisor Center
  • Statements, tax-related and trade confirmation documents stored in Schwab Advisor Center are now available for download from Junxure via Schwab OpenView Gateway
  • A Schwab Account Number Import that imports Schwab Advisor Center account numbers, matches accounts by SSN and by client, and excludes accounts
  • A new Envestnet integration—an asset import tool which brings assets and accounts from the Envestnet portal into Junxure to reduce the need to access multiple platforms
  • More business development features: new Junxure Opportunity features include new customizable fields to easily characterize and report on various channels
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