Junxure CRM Announces Schwab OpenView Gateway Enhancements And Envestnet Integration Hot

agluckagluck  
 
0.0 (0)
Write Review


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.

This Website Is For Financial Professionals Only


User reviews and Comments

There are no user reviews/comments for this listing.
Already have an account? or Create an account