Junxure CRM Announces Schwab OpenView Gateway Enhancements And Envestnet Integration

Friday, March 22, 2013 09:43
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Junxure CRM Announces Schwab OpenView Gateway Enhancements And Envestnet Integration

Tags: CRM

Junxure, a CRM used by 1,500 RIAs, today announced its latest release, Junxure Version 9.5, which enhances user experience, promotes workflow management and extends business development support to the company's desktop-based solution.

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According to a press release, the following enhancements have been added to Junxure, which is widely recognized as a powerful CRM tool:

 

  • Schwab Advisor Center Alerts that automatically generate workflows, including pre-built, Schwab Advisor Center workflows.
  • An at-a-glance update of comprehensive account balance and "buying-power" information on clients, without needing 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.
  • An asset import tool to bring assets and accounts from Envestnet into Junxure.

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