Junxure Announces 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.

Palm Beach, FL – September 9, 2009. 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 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"

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 ClientView 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.