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Announcing the New Release of Junxure –July 2010
Version 8.7 enhancements provide deeper portfolio
management integrations and advanced functionality to
better manage client data, provide efficiencies and
enhance advisor productivity
Version 8.7 includes a new PortfolioCenter® Import Wizard that significantly
improves data importing from the PortfolioCenter portfolio management software
from Schwab Performance Technologies®, 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®. “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 8,000 financial professionals. Some of the new features
and functionality include:
-
Enhanced PortfolioCenter Integration – The PortfolioCenter interface
offers broader and more customizable data integration to include Account level
as well as expanded Asset-level data.
- Junxure Outlook® Inbox Routing Enhancements – An easier, more
efficient way to automatically handle incoming emails, this feature allows
users to route and block emails by email address, domain, and subject
content.
- Formatted Text in Actions – Important action items can be made to stand
out through the use of text colors, bullets, highlighted text, font size and
style.
- Enhanced Action Navigation – The new Linked Actions feature makes it
easier to search for and link related actions to quickly find specific client
actions with filters and keywords.
- Improved Workflow – Recurring Action Sequences trigger a single action
or a set of related actions to ensure that tasks are automatically initiated
and followed up on, simplifying workflow processes.
“As part of our mission to make Junxure increasingly more valuable to financial
advisors, we are constantly reviewing our platform and listening to user feedback
to find ways to make Junxure even more useful. The release of Junxure 8.7 is
the latest example of that commitment,” concluded Friedman.
CRM Software, Inc. Receives "2010 Best of West Palm Beach Award" for Second Consecutive Year

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July 2010 – For the second consecutive year, CRM Software, Inc. has been selected for the 2010 Best of West Palm Beach Award in the Computers, Peripherals & Software category by the U.S. Commerce Association (USCA). Click here to view the official press release.
The USCA “Best of Local Business” Award Program recognizes outstanding local businesses throughout the country. Each year, the USCA identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and community.
Nationwide, only 1 in 70 (1.4%) 2010 Award recipients qualified as two–time Award Winners. Various sources of information were gathered and analyzed to choose the winners in each category. The 2010 USCA Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the USCA and data provided by third parties.
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CRM Software, Inc. Named one of the “Hottest Companies in the Southeast”

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July, 2010 – In order to recognize the fastest growing technology companies in Kentucky, Tennessee, North Carolina, South Carolina, Georgia, Florida, Alabama, Mississippi, Arkansas, and Louisiana, Lead411 is proud to announce the release of its “Hottest Companies in the Southeast” award. Click here to view the official release.
Each day, the Lead411 research team scours through 600+ press releases and business articles including venture capital fundings, company launches, new office openings, customer press releases, etc. This information has given insight to which are the fastest growing companies in the U.S. Their “Hottest Companies” awards have been created to recognize these fast growing companies in different geographic regions. This particular list originally started with over 2400 companies and it has been narrowed down to the top 91.
“We have been tracking fast companies for our customers for the past 10 years,” said Tom Blue, CEO of Lead411, “and we felt it was important to recognize these growing brands publicly.”
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CRM Software, Inc. Receives "2009 Best of West Palm Beach Award"

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October 2009 – CRM Software, Inc. has been selected for the 2009 Best of West Palm Beach Award in the Computers, Peripherals & Software category by the U.S. Commerce Association (USCA). Click here to view the official press release.
The USCA “Best of Local Business” Award Program recognizes outstanding local businesses throughout the country. Each year, the USCA identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and community.
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September 2009 -
Announcing Major Platform Enhancements
Junxure Mobile provides access anywhere and Version 8 Includes dozens
of new automation and practice management tools to help advisors
transform
their business.
We are pleased to announce several major enhancements to the Junxure technology platform.
These include the upcoming launch of Junxure Mobile, a robust, feature rich 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, manage their workflow, and access client data in Junxure 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 one beta user of Junxure Mobile."
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
- Opportunities and Business Development Capabilities
- Account Tracking and Reporting
- Required Minimum Distribution (RMD) tools
- User Interface flexibility
- Enhanced Integrations with other software tools
- Built-in Junxure Checkup – "the help file of the future"
We 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 ClientView Live. Additionally, we 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.
Junxure named again to “Inc. 5000 fastest growing private companies"

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August 2009 – CRM Software, makers of Junxure, was again named to the Inc. 5000 list of the fastest growing private companies in the US. According to Inc., “For more than 27 years, the Inc. 5000 has served as a benchmark for the most innovative, dynamic and successful companies in the nation. As an Inc. 5000 honoree, CRM Software, Inc. is now a member of the most influential business club in America. The company kept is notable, as Inc. 5000 alumni include Bill Gates of Microsoft and Larry Ellison of Oracle, and many more.”
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April 2009 - Announcing the Release of
ClientView™ Live We are pleased to announce the general release of the new version of Junxure ClientView™, now called ClientView™ Live.
We've made a complete re-design of the current Junxure ClientView™ using
the very latest technology to provide an immediate and significant cost
savings to your firm, as well as increasing the services you provide
your clients.
Junxure ClientView™ Live includes two hours of complimentary
implementation advice and training.
Upgraded and Enhanced Features
Junxure ClientView™ Live is a comprehensive Private Client Portal
providing a live connection to your Junxure data, enabling you to extend
your financial services to the web through these powerful features:
- Publish customized reports for each of your clients to the web through
the innovative Portfolio Report assembly tool.
- Provide live access for clients to run real-time, on-demand Junxure
reports and get answers to their questions 24/
7.
- Extend your service model to the web, enabling your clients to contact
you electronically and an action is automatically created in Junxure and
sent to the chosen advisor
- Securely share important documents such as account information, trusts,
wills, tax information – stored right on your firm’s server
.
- Eliminate the need to print, collate and mail paper reports – publish
quarterly reports and statements to the web
- Much more!
For more information
click here
or contact our sales department at
1-866-JUNXURE (586-9873) option 2
February 2009 - Announcing New Training Offerings for 2009!
We are happy to announce that for 2009, we have developed even more ways to help you accomplish your goals by offering a variety of new advanced online classes to help your firm get the most out of Junxure.
New
Continuing Education Online Classes
Scheduling and Tracking Meetings in Junxure
This class is designed to help your office handle the task of scheduling and tracking client and prospect meetings in Junxure. We will cover the various ways to handle meetings in Junxure. You will learn how each of these features work, as well as tips to help you discover which of these methods will work best for your firm.
Actions Reporting in Junxure
Your office spends a lot of time diligently recording actions in Junxure. How do you access, group and report on all this data? In this class you will learn various ways to gather action information and create reports, both standard and customized for your office.
Tracking Prospects and New Business in Junxure
You know how Junxure can help you manage your client base. In this class you will learn how Junxure can assist you in growing your business by allowing you to record, track and report on potential new clients and opportunities.
Accounts/Asset Tab in Junxure
While not a portfolio management system, Junxure provides you a way to capture and record information about your clients’ accounts and assets. This class will focus on the features and functionality of the Account/Asset Tab. You will learn about the various fields in these tabs as well as options for reporting on information stored within these tabs. We will discuss manual entry of assets as well as touch on the various interfaces available to help you populate the tab.
Successful Seminar/Event Planning Using Junxure
In this class you will learn how Junxure can assist you in growing and maintaining your business by helping you to automate procedures and tasks associated with hosting seminars and events.

Junxure named to “Inc. 5000 fastest growing private companies"

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August 2008 – CRM Software, makers of Junxure, named to the Inc. 5000 list of the fastest growing private companies in the US. According to Inc., “For more than 27 years, the Inc. 5000 has served as a benchmark for the most innovative, dynamic and successful companies in the nation. As an Inc. 5000 honoree, CRM Software, Inc. is now a member of the most influential business club in America. The company kept is notable, as Inc. 5000 alumni include Bill Gates of Microsoft and Larry Ellison of Oracle, and many more.”
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Junxure Launches Solutions Group in response to the Growing Need for Practice Management Support
Junxure users will now have access to practice management consulting through the Junxure Solutions Group. The new services will guide firms to strategically align their front and back office technology with their specific business goals and growth objectives.
With over 6,000 users, Junxure is quickly becoming the industry standard CRM and office management software for financial advisors. Responding to the need for advisors to capitalize on growth opportunities without investing large resources in hiring new staff and increasing their operational footprint, the Junxure Solutions Group will be a key resource to provide practice management advice and guidance.
“In our 10 plus years of experience in working with advisors, we’ve identified the optimal ways and best practices for using Junxure’s capabilities to strategically manage advisory firms,” said President Greg Friedman. “The launch of our Solutions Group will fill a key need in the industry to help financial advisors maximize their technology, enhance client service, and lower their operational costs.”
A key aspect of Junxure’s Solutions Group consulting will be the delivery of Junxure PowerToolsTM. Junxure PowerToolsTM include pre-programmed action sequences, recurring actions, rules, and other data that incorporate “best practices” methods to help advisors quickly achieve tremendous results.
For more information click here or email Erin Kincheloe, Director of Training Services at training@junxure.com
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