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Portfolio > Portfolio Construction

Junxure Deepens Integrations With Orion, Constant Contact: Portfolio Products

By Emily Zulz

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Junxure – AdvisorEngine’s wholly-owned subsidiary CRM Software Inc – is deploying integrations with Orion Advisor Services, Constant Contact and MyRepChat.

They will power advisory firms’ marketing and communication to prospects and clients with the goal of creating a better user experience through simultaneous access of CRM and portfolio data.

“These integrations with Orion, Constant Contact and MyRepChat are examples of the investments being made to enhance the Junxure CRM and our commitment to open architecture,” said AdvisorEngine Founder and CEO, Rich Cancro, in a statement. “Additional integrations and user experience enhancements are already under development.”

Junxure’s integration with Orion, through its open architecture API, allows a seamless flow of data between the CRM and Orion’s portfolio accounting and rebalancing tools without advisors needing to leave the Junxure platform.

Contact changes made in Junxure will automatically update contact records in Orion, while data from Orion will automatically update portfolio data in Junxure, giving advisors accurate, instantly-updated client information at a glance.

The integration with Constant Contact allows advisors to export and import contact data to and from Junxure and Constant Contact through a modern API framework. Advisors can utilize the data that they have already entered into the Junxure CRM to power their email marketing campaigns.

The new API integration with MyRepChat offers Junxure users the ability to easily sync all of their client and prospect contacts into MyRepChat. Once synced, text messages sent through MyRepChat are then delivered into the Junxure CRM to create a unified communication hub for advisors. An advisor can access emails, texts and notes for all of their prospects and clients within one user-friendly location and texts received in Junxure can then be transitioned into smart workflows.

Dream Forward to Bring AI to Faircourt Partners’ Retirement Plan Assets

Dream Forward, a new 401(k) provider that sells SMBs low-cost, turnkey 401(k) plans, announced a partnership to bring their proprietary retirement-focused artificial intelligence technology to Chicago-based Faircourt Partners’ $500 million worth of retirement plan clients.

Dream Forward’s texting-based retirement-focused  chatbot AI can help employees stay on track for retirement. The chatbot is offered in its proprietary SMB 401(k) plan solution and can be licensed to third parties such as Faircourt Partners.

Faircourt Partners, a retirement plan advisor serving large and medium-sized retirement plans,  will offer their clients the AI-based chat tool to talk to employees about general retirement saving tenets, answer administrative questions, unpack industry terminology, and discuss competing financial goals.

This new texting-based AI technology, which clients can access 24/7 via texting a phone number,  will be rolled out to Faircourt Partners’ clients throughout the year.

FTSE Russell launches US Municipal Bond Index

FTSE Russel launched a new index that tracks the market for tax-exempt U.S. dollar-denominated bonds issued by municipalities domiciled in the U.S. and U.S. territories with an investment grade credit rating.

The FTSE Municipal Tax-Exempt Investment-Grade Bond Index is a new barometer for this large and diverse fixed income market and is compact by design to allow for ease of replication, without compromising representativeness. It can be used as the foundation for a wide range of custom solutions based on attributes, including credit quality, state, municipal sector classification and maturity.

The offering also includes granular sub-indexes to allow for greater visibility and analysis of the municipal bond market structure.

Allianz Life Adds a New Feature and Index to its Index Variable Annuities

To help clients lock in gains and limit losses on their Allianz Life index variable annuities (IVAs), Allianz Life Insurance Company of North America has announced a new automatic performance lock feature.

The new feature locks in the current value on any selected index option with a daily valuation, and gives clients the flexibility to capture increases and limit losses once each index year between index anniversaries. This enhancement is in addition to the manual performance lock feature that currently exists on Allianz Life IVAs.

In addition, clients with Allianz Life IVAs have access to a new index available with crediting methods (also known as index strategies), the iShares MSCI Emerging Markets ETF, in partnership with BlackRock.

FTJ FundChoice Adds Russell Investments’ Five Flagship Core Model Strategies to Platform

FTJ FundChoice, an open architecture Turnkey Asset Management Program (TAMP), added Russell Investments’ five flagship, Core Model Strategies onto the FTJ FundChoice platform.

These are the newly added Core Model Strategies:

  • Russell Investments Conservative Model
  • Russell Investments Moderate Model
  • Russell Investments Balanced Model
  • Russell Investments Growth Model
  • Russell Investments Equity Growth Model

The five models will provide FTJ FundChoice users access to a series of dynamically managed, multi-asset portfolios with the goal of managing volatility through an active approach. Each model portfolio is catered to meet a specific set of needs and relative risk tolerance level.

The portfolio strategies will be available on the FTJ FundChoice platform in its strategic sleeve of the Market Movement Strategies platform, alongside five Russell Investments Tax-Managed Models already available to FTJ FundChoice taxable account users.

–Read the last portfolio product roundup here: Bank of America Launches HSA Digital Platform: Portfolio Products

Emily Zulz

@think_emilyz

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