Laserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced October 25 they have integrated their two applications, providing a means of improved efficiency to advisors by giving users of Junxure one-click access to Laserfiche documents.
The integration is the latest and perhaps highest-profile achievement of Your Silver Bullet, a consortium of software companies that is working together to build bridges for advisors between software as disparate as CRM, financial planning, and portfolio management and reporting applications.
Greg Friedman, an advisor and a principal of CRM Software, says the intent of Your Silver Bullet, which he co-founded, is to “create, develop, and facilitate interfaces between different applications, all with an eye toward helping an advisor build his own ‘Silver Bullet,’ choose the different applications that he wants to use to run his office, and then have those applications work together.” In addition, Friedman hopes to make Your Silver Bullet a clearinghouse for advisors where they can evaluate applications for use in their practices. For instance, he says, if an advisor is looking at buying a new CRM package, “and I already use XYZ for financial planning, and I like it and don’t want to get rid of it,” he can see through Your Silver Bullet which CRM packages integrate with that planning software.
When an advisor looks at a company that’s joined Silver Bullet, Friedman says the advisor knows that company has provided “a stated, public commitment to open architecture, and that they either have or are looking to develop or working on developing interfaces between different applications to facilitate an advisor’s life, to make their workload much easier to deal with.”