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

• 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.

CRM Software, Inc. Receives "2010 Best of West Palm Beach Award" for Second Consecutive Year

CRM Software, Inc. Named one of the “Hottest Companies in the Southeast”

CRM Software, Inc. Receives "2009 Best of West Palm Beach Award"

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"

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"

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 PowerTools^TM. Junxure PowerTools^TM 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