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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…

The Hartford Financial Services Group, Inc., in an effort to help 403(b) plan sponsors meet new federal obligations to monitor participants’ plan activities, has introduced online information sharing reports and automated data sharing capabilities for TPAs…


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