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