Date |
Image |
Title |
Summary |
Author |
02/2008 |
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Read this newletter article on how Total Office Management (TOM) can "change your life". |
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02/2008 |
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On reinventing the quarterly statement process. |
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10/2007 |
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Congratulations to Greg Friedman, President of CRM Software for winning the Charles Schwab Best-In-Tech award!
|
Stacy Schultz |
| 10/2007 |
 |
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Laserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced October 25 they have
integrated their two applications, providing a means of improved efficiency to advisors
by giving users of Junxure one-click access to Laserfiche documents |
James J. Green |
| 06/2007 |
 |
|
Schwab Performance Technologies (News - Alert) (SPT), a subsidiary of The Charles Schwab Corporation and a provider of portfolio management and accounting solutions to financial advisors, has forged a partnership with CRM Software, a leading provider of customer relationship solutions for financial advisors |
Divya Narain |
06/2007 |
|
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Schwab Performance Technologies(R) Forms New Relationship With CRM Software |
Courtesy prnewswire.com |
| 06/2007 |
 |
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A comprehensive, all-in-one technology solution is seen by many as the Holy Grail of the advisory business |
Courtesy Investment News .com |
| 06/2007 |
|
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CRM Software will regain much the same role it played in 2001, because Schwab officials decided resources are better spent upgrading its back-office accounting software, said Dan Skiles, vice president of technology |
Courtesy Investment News .com |
| 04/2007 |
 |
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A great article giving a first look at Junxure version 7.0 |
Joel Bruckenstein |
| 04/2007 |
 |
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Bob Veres discusses the new organization called Your Silver Bullet. A group of software vendors dedicated to connectivity and cross-program functionality |
Bob Veres |
03/2007 |
 |
Various Articles |
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David Drucker |
| 02/2007 |
 |
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David Lawrence |
| 11/2006 |
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David Drucker |
11/2007 |
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David Drucker |
| 09/2007 |
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Inside Information Again spotlights ClientView, the latest product from CRM Software |
Bob Veres |
| 03/2007 |
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Junxure is featured in the March Issues of Virtual Office News. The article is entitled "Junxure - from a Users Perspective" by David Drucker |
David Drucker |
| 02/2007 |
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Bob Veres writes about Junxure and ClientView in his article about the Technology Tools for Today Conference in Ft. Lauderdale, Florida |
Bob Veres |
01/2007 |
|
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Bob uses CRM Software and Friedman & Associates as examples in a report on employee benefits |
Bob Veres |
| 02/2007 |
 |
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Charles Schwab & Co. |
| 11/2005 |
 |
Your B |
Greg Friedman discusses the importance of technology in financial planning. |
Greg Friedman, CFP |
07/2005 |
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Gregory H. Friedman spells out the top ten technologies that have had the greatest impact on the success of his practice |
Greg Friedman, CFP |
| 03/2004 |
|
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IT Consultants |
Greg Friedman, CFP |
| 01/2004 |
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Joel Bruckenstein's review of the version 3.0 upgrade. |
Joel Bruckenstein |
| 03/2003 |
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Joel discusses Junxure version 2.1 and gives his thoughts on how CRM Software has grown |
Joel Bruckenstein |
| 01/2003 |
 |
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Maria Trombly discusses the importance of Customer Relationship Management systems and reviews several options for advisors, including Junxure! |
Maria Trombly |
| 11/2003 |
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Andrew Gluck interviews Kevin Day in this article, CRM and the Paperless Office, discussing the benefits of integrating these functions and how Junxure can help! |
Andrew Gluck |
| 07/2003 |
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A rare glimpse into one of the great minds behind Junxure. 10 Questions with Greg Friedman, CFP, President of Friedman & Associates, & Partner in CRM Software Inc. |
Greg Friedman, CFP |
11/2003 |
|
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Greg Friedman discusses security issues |
Greg Friedman, CFP |
03/2003 |
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Greg Friedman writes about practice management
|
Greg Friedman, CFP |
| 11/2002 |
|
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Paul Palazzo discusses protecting your practice in down markets in this great article |
Paul Palazzo |
| 10/2002 |
|
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A Survival Guide for advisors |
Greg Friedman, CFP |
| 08/2002 |
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Software Distribution |
Ed McCarthy |
| 06/2002 |
|
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Financial Advisor Magazine announces the split between CRM Software and Schwab |
Financial Advisor Magazine |
| 06/2002 |
|
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This article by Greg Friedman discusses additional methods that you can use to select and implement appropriate software |
Greg Friedman, CFP |
05/2002 |
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Ed McCarthy discusses retirement planning issues
|
Ed McCarthy |
| 04/2002 |
|
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This article by Joel Bruckenstein discusses the new agreement between CRM Software inc. and Schwab. Here Joel describes how this is a win-win solution, allowing independent advisors to still use this great software |
Joel Bruckenstein |
| 02/2002 |
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This article by Greg Friedman discusses one of the most daunting challenges facing financial planning firms. That is the evaluation, selection and use of technology |
Greg Friedman, CFP |
| --/2002 |
 |
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Schwab Market Knowledge Tools discusses the Best Management Practices of Independent Advisory Firms, and Friedman & Associates is among an elite group of 20 firms included |
Moss Adams |
| 09/2001 |
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Nancy Opiela discusses options for growing your business, including the philosophy and experience of Greg Friedman |
Nancy Opiela |
| 10/2000 |
|
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This article by Joel Bruckenstein discusses Junxure and it can help you in your practice |
Joel Bruckenstein |
| 03/2000 |
|
|
Ed McCarthy continues the discussion of the data integration problem (see the Data Dilemma article) in the follow up article " TechTalk: Carpe Datum, Part II" |
Ed McCarthy |
| 01/2000 |
|
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Ed McCarthy discusses some issues with Monte Carlo simulation for financial planners |
Ed McCarthy |
| 02/1999 |
|
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Ed McCarthy discussed Money Management Issues, including the thoughts of Greg Friedman on practice management issues of offering this service effectively |
Ed McCarthy |
| 06/1998 |
|
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Ed McCarthy discusses the Data Dilemma, and how it affects your business |
Ed McCarthy |
