Junxure Mobile provides access anywhere and Version 8 Includes dozens of new automation and practice management tools to help advisors transform their business

CRM Software, makers of Junxure, the industry’s leading CRM and office management software for financial advisors, announced today several major enhancements to the Junxure technology platform.

These include the launch of Junxure Mobile, a robust, feature rich desktop application with the flexibility of access anywhere, any time via an internet browser or smart phone, along with the release of Junxure 8, a complete update and enhancement to the core Junxure suite.

“In today’s more difficult operating environment, advisors need to go above and beyond just CRM tools to have end-to-end systems to better manage and grow their firms,” said Junxure President and founder Greg Friedman, CFP®. “With the release of Junxure Mobile and Version 8, advisors will be able to transform their business to be more efficient, responsive and profitable.”

Junxure Mobile will offer the best of both worlds to advisors who increasingly operate away from the office by providing web access to the core Junxure database via a laptop or mobile phone – including BlackBerry® and iPhone™ devices. While out of the office, Junxure Mobile users can add new contacts, enter notes, assign follow-up actions to staff and manage their calendars, all in real-time.

“Junxure Mobile significantly improves our ability to manage our client interactions while traveling and ensuring that nothing falls through the cracks in our daily business,” noted Chad Christensen of Semper Augustus Investments Group LLC, a beta user of Junxure Mobile. (*need permission for quote)

Junxure 8 marks the latest version update to CRM Software’s flagship product. “Today’s mandate for advisors is to be ruthlessly efficient in all aspects of their business,” noted Friedman. “Junxure 8, with its many automation and practice management tools, provides a complete office management system that unleashes productivity and maximizes efficiencies in advisor firms.”

The release of Junxure 8 includes a number of business building, practice management and automation tools, including:

• Business Intelligence Dashboards
• Client Profitability Reporting
• Account Tracking and Reporting
• Required Minimum Distribution (RMD) tools
• User Interface flexibility
• Enhanced Integrations with other software tools

Junxure will be a premiere sponsor and exhibitor at the upcoming Schwab IMPACT conference on September 13-16, 2009 in San Diego, CA, showcasing the new functionality of Junxure Mobile, Version 8, and new enhancements to Client View Live. Additionally, Junxure will highlight several new Training programs along with detailed information on the Junxure Solutions Group, a comprehensive consulting resource designed to help advisors maximize their technology investments.

Please visit www.junxure.com or call 1-866-JUNXURE (586-9873) for more information.

Tags: Client View Live, Junxure, Junxure Mobile, Junxure Solutions Group, Junxure Version 8, Schwab IMPACT

Posted on Wednesday, September 9th, 2009 at 2:41 am under Customer Relationship Management, News
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Greg Friedman, MS, CFP®, is the founder and President of Friedman & Associates, one of Marin County's leading financial planning and wealth management firms in Novato, California. Greg has regularly been recognized as one of the nation's best financial planners, most recently named to an elite list of financial advisors by Financial Planning Magazine as a 2008 "Mover and Shaker." In addition, Greg and Friedman & Associates have consistently been featured by Wealth Manager Magazine as one of the top wealth management firms in the country for the last 6 years. In addition to leading Friedman & Associates, Greg is also the President and founder of CRM Software, the developer of Junxure, a client and office management system for independent financial professionals, and ClientView, a tool to create Client Private Web Pages. With over 7,000 users, Junxure has become the industry standard CRM and office workflow technology for professional investment advisors.