Upgrades

CRM Software announced September 9 what it called major enhancements to Junxure, its CRM and office management software, including Junxure 8, a complete update to the core application, and Junxure Mobile, which provides CRM access via an Internet browser or smart phone…

Tamarac, Inc. has introduced Advisor 9, a suite of portfolio management applications that combines its existing rebalancing and trading application with new performance reporting functionality, a customized version of Microsoft Dynamics CRM software, and integration with Schwab Performance Technologies’ PortfolioCenter PMS and MoneyGuidePro’s financial planning software…