March 19, 2013

Junxure Announces New Envestnet, Schwab Integration Features

Junxure Version 9.5 brings a number of interesting enhancements with it

The technology and practice management consulting firm Junxure announced Tuesday that it has released Junxure Version 9.5, which “enhances user experience, promotes workflow management and extends business development support,” according to the Raleigh, N.C.-based company.

Highlights include enhancements to Junxure with Schwab OpenView Gateway. Workflow and user experience benefits now flow from a “deeper” Schwab Advisor Center integration, which includes:  

  • 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 prebuilt, 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 was also announced. It involves an easy-to-use asset import tool that brings assets and accounts from the Envestnet portal into Junxure to reduce the need to access multiple platforms.

Lastly, more business development features were also announced. New Junxure Opportunity features include customizable fields to easily characterize and report on various channels.

"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 Junxure co-founder and president Greg Friedman. “These enhancements represent our steadfast focus on delivering the most robust CRM solution that includes the latest features advisors depend on most."

Junxure is a founding member of Your Silver Bullet, a consortium of software providers “committed to ensuring the compatibility of their applications.” It claims to “offer more integration with custodians and practice management applications than any other CRM for advisors.” 

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