RALEIGH, N.C., Sept. 13, 2011 /PRNewswire/ -- Junxure, a practice improvement firm that integrates technology, training and consulting, today released Version 9 of its comprehensive CRM and practice management software. Along with other new capabilities, Junxure 9 incorporates the enhanced security features advisors need and establishes the foundation for custodial integration.
"As president of my own wealth management firm, I know how critical it is for advisors to increase the security of their client data," said Junxure president Greg Friedman, MS, CFP. "Junxure 9 delivers the tight controls that will be necessary for the success of upcoming custodial interfaces."
Junxure is one of three CRM firms selected by Schwab Intelligent Technologies™ to be part of Schwab Intelligent Integration™, a multi-year initiative designed to help advisors increase integration between the disparate systems and workflows in an advisor's office. In September, Junxure and Schwab Intelligent Technologies finalized their agreement and will begin beta-testing Junxure 9 with Schwab OpenView Gateway™.
Additional features introduced as part of Junxure 9 include: more effective filtering and reporting on insurance policies; streamlined account tracking, including the ability to add both manually and automatically updated accounts through the same screen; and, tighter integration of the Junxure interface into the Junxure Asset Import Wizard and PortfolioCenter® Import Wizard.
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Friedman is both Junxure president and president of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Greg's day-to-day experience running his practice and helping his clients achieve their personal financial goals. A recent Investment News survey revealed more advisors use Junxure than any other CRM.