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October 22, 2014 at 11:04 AM
Junxure has released an enhancement to Junxure Cloud, the first major upgrade to the cloud-based CRM program used by RIA firms and broker-dealer reps since its launch this summer.
“The big differentiator” for the upgrade is the user experience, said Greg Friedman, Junxure’s president, in an interview. While “everyone talks about big data,” what he says Junxure allows an advisor to leverage is “small data—what’s already in your database,” using the program’s customized search and workflow monitoring features, which allows principals to view the status of any action taken — or to be taken — on behalf of a client.
Using Junxure Cloud’s dashboard, Friedman says advisors can easily view their client data in the aggregate, quickly providing a view of the entire business, showing top clients by assets under management or top holdings across the firm, making business-building decisions easier. “You can customize your client view based on your needs,” Friedman said, using an unlimited number of templates. Friedman, also president of the wealth management firm Private Ocean, says he makes “real decisions around this data” in his own firm, including those around employee productivity or firm profitability.
In addition to the streamlined user experience, the upgrade includes custodial integrations to Schwab OpenView Gateway and TD Ameritrade’s Veo platforms. Junxure is also working on an integration between Junxure Cloud and Pershing’s NetX360 platform.
In addition, various software packages popular with advisors, such as MoneyGuidePro and LaserApp, are also integrated into the new version of Junxure Cloud, joining existing integrations with portfolio management, financial planning and document management programs and platforms such as Advent Axys, PortfolioCenter, LaserFiche, Black Diamond, Envestnet and LPL’s BranchNet.
