Junxure Announces New Envestnet, Schwab Integration Features

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.