Junxure Announces New Release to Office Management Technology Platform
Version 8.7 enhancements provide deeper portfolio management integrations and advanced functionality to better manage client data, provide efficiencies and enhance advisor productivity
PR Newswire -- July 28, 2010
PALM BEACH, Fla., July 28 /PRNewswire/ -- CRM Software, makers of Junxure, the industry's leading CRM and office management software for financial advisors, announced today the release of Junxure Version 8.7, a major enhancement to the current Junxure Version 8.
Version 8.7 includes a new PortfolioCenter(R) Import Wizard that significantly improves data importing from the Portfolio Center portfolio management software from Schwab Performance Technologies(R), along with new features and functionality that allow users to better manage their client data through enhanced formatting, reporting and navigation.
"Software integrations are critical in driving efficiencies in financial advisory practices," said Junxure President and founder Greg Friedman, CFP(R). "The enhanced integration for PortfolioCenter in Junxure 8.7 will be a key tool in streamlining and simplifying many back-office processes, saving advisors valuable time."
Michael Williams, Director of Sales and Service for Schwab Performance Technologies, agrees. "Many of our PortfolioCenter clients use Junxure and the new release increases their ability to access client financial information from PortfolioCenter. This gives advisors greater visibility into their client relationships and they can see it all in one place," said Williams.
Junxure Version 8.7 is an extensive update to the office management and CRM platform used by over 9,000 financial professionals. Some of the new features and functionality include:
Version 8.7 enhancements provide deeper portfolio management integrations and advanced functionality to better manage client data, provide efficiencies and enhance advisor productivity
PR Newswire -- July 28, 2010
PALM BEACH, Fla., July 28 /PRNewswire/ -- CRM Software, makers of Junxure, the industry's leading CRM and office management software for financial advisors, announced today the release of Junxure Version 8.7, a major enhancement to the current Junxure Version 8.
Version 8.7 includes a new PortfolioCenter(R) Import Wizard that significantly improves data importing from the Portfolio Center portfolio management software from Schwab Performance Technologies(R), along with new features and functionality that allow users to better manage their client data through enhanced formatting, reporting and navigation.
"Software integrations are critical in driving efficiencies in financial advisory practices," said Junxure President and founder Greg Friedman, CFP(R). "The enhanced integration for PortfolioCenter in Junxure 8.7 will be a key tool in streamlining and simplifying many back-office processes, saving advisors valuable time."
Michael Williams, Director of Sales and Service for Schwab Performance Technologies, agrees. "Many of our PortfolioCenter clients use Junxure and the new release increases their ability to access client financial information from PortfolioCenter. This gives advisors greater visibility into their client relationships and they can see it all in one place," said Williams.
Junxure Version 8.7 is an extensive update to the office management and CRM platform used by over 9,000 financial professionals. Some of the new features and functionality include:
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