New Videos Now Available, ClientView Live Reports, Tracking Tax Engagement Letters, Junxure – The Ultimate Retrieval System & Cassaday & Company

Mailing Holiday Cards? Let Junxure Help, Year-End Checklist, Terri Munro, CFP® of PFM Capital Management and Holiday Hours

Junxure at IMPACT® 2011, How Fast Is Your ClientView Live Upload, Looking For Help in Junxure? Try Junxure Search, JNBA Financial Advisors, Laserfiche and See All Captured Emails at a Glance in Outlook

New Features, New Classes, Welcome Dusty Huxford, Junxure In the News, New in Junxure 9 – Notify Me, Technology in Turbulent Times – How Junxure Helps You Help Your Clients During Market Volatility, Motivate Your Team To Use Junxure and New in Junxure 9 – The Enhanced Insurance Tab

Are You Ready for Junxure 9, Welcome Elizabeth Jetton, CFP®, ClientView Live – Now with Larger File Upload, Identify RMD Clients with Profile Keywords, Need Junxure Online Resources, We’ve Got Connexions and Preview Junxure 9 at the FPA Annual Conference

The New Junxure.com Website, Join Us at the Business and Wealth Management Forum, Junxure In the News, Gabe Muller, Glassman Wealth Services in McLean, VA, LaserApp and Treating Your Email Actions With Respect

Junxure 9 Coming Soon, New ClientView Live Implementation Services, Junxure Attends the FPA NorCal Conference in San Francisco, Move Quickly Between Contact Records and Send Letters to Prospects

Junxure Asset Import Wizard – Update Available, Participate in the 2011 Moss Adams Survey, New ClientView Live Online Resources, Coming This Summer: The New Junxure Web Site, Junxure Reigns as Top CRM in Advisor Tech Tools Survey, Assign an Email to an Existing Action, Quick Action Templates and Web Action Tips

ClientView Live Video – The Client Experience, Junxure Adds Finance Logix® Interface, ByAllAccounts Interviews Chris Williams, Junxure Relationship Manager, Find Actions Quickly and Elevate Your Client Service in Four Steps

Junxure Announces Cloud Strategy, New ClientView Live Overview Video, Junxure Gets the Blogosphere Talking, Changing a Prospect Record into a Client Record, Tools to Segment Clients and Opportunities

Introducing the Junxure Asset Import Wizard, Junxure Attends the TD Ameritrade and T3 Conferences, Pearl Jakes, RTD Financial Advisors, Inc. in Philadelphia, PA and Is Everyone In The Office Using Junxure?

Junxure to present at 2011 T3 Conference, Web Training Class for Tax Season, Spreadsheet Import Tool, New User Resources, Letter Templates for Tax Engagement Letters and Easy remote connection

ClientView Live Update, Prep for Tax Season with Junxure, Tiffany Brynteson at FFP Wealth Management in Minneapolis, Action Templates, Keywords vs. Action Keywords and Stay in touch on the road

Cheshire Software Interface Now Available, Give the Gift of Customized Junxure Training, Review the Year-End Junxure Checklist, Patti Fries, IACCP, at Cornerstone Management, Inc., Junxure RMD Tools and December Hours and Availability

Try the New Junxure Search Engine, RMD Educational Videos Now Available, Junxure Selected for Schwab Intelligent Integration™, Sophie Honeycutt at Cook Wealth Management Group, Junxure Outlook Inbox Routing, Using the Gifting Tab & Actions Dashboard from Allison Baum, Client Service Associate at Lara, Shull & May

Junxure to present at Schwab IMPACT^® Expo Showcase, ClientView Live educational videos now available, New Junxure Interface – PreciseFP^™ by Spectrum Input, Get ready to run your RMD rules for Eligible Clients, Jaime Bordelon at Mertins Wealth Services, Setup Contact Record tabs to see only what you need to see, Tag Actions to Associates and Quick sort on Actions

Don’t forget to upgrade to Junxure 8.7, Run your Junxure Checkup Report, Junxure now compatible with Microsoft Office 2010 (32-bit only), Junxure named again to “Inc. 5000 fastest growing private companies”, Fischer & Hutchinson Wealth Advisors LLC, Action Form Navigation Tool & Editing email templates

Junxure Version 8.7 is now available, ClientView Live Update Includes Security and Setup Account Features, 2010 Best of West Palm Beach Award, “Hottest Companies in the Southeast” Award, Handling Divorced and Deceased Clients in Junxure, Formatting Action Notes and How Junxure can help with your compliance

Schedule a server move, Backing up your Junxure Database (Part 2), Junxure Search Beta, Junxure Mobile Skins, Mass Updates to Client Profile Information, Systematizing the Staff Transitions, Junxure The Spreadsheet Buster (Part 2) & Tracking Prospects and New Business

Test Drive ClientView Live, Use Daily Notes to Communicate Company-Wide, Demystifying Deliverables, Junxure Added Accounts For Manual Entry and Junxure The Spreadsheet Buster (Part 1)

Upgrade MoneyGuidePro Interface, new training videos now available, J.J. Burns from J.J. Burns & Company, Junxure Mobile, Restoring a deleted (archived) client, Tracking Your Prospects & Systematizing Office Workflow

Junxure Email and Calendar Tools, DeLynn Zell of Bridgeworth Financial, Two Quick Ways to Reduce Junxure Backup Space, How Junxure helps with compliance and Transform Your Business Workshops

Transform Your Business Program, Set Appointments in Microsoft Outlook, Using Right Click for Extra Options & New Entity Feature

2010: The Year of Mobile, A Message from Greg Friedman, F1 Help, Roth IRA Conversions and Practice Management Virtual User Groups

ClientView Live´s new Document Assembly Wizard, User Fields, Junxure Check-up and Practice Management Virtual User Groups

New Junxure Educational Videos, Junxure Notifications, Profile Tool, Tracking Referrals to Other Professionals and End of the Year Checklist

Solutions Group Virtual Open House, Email Templates and the Goals Tab

Junxure 8 & Junxure Mobile, Action Sequences and Hidden Actions

Searching, Searching, Searching

Junxure in Color: Increase Your Efficiency using Color

Avoid the Gridlock: Organize Your Grids and Use Templates to Help You Move Along

Harness More Power of Junxure with Action Classifiers

Spring Clean Your Junxure Database

Optimize Actions, Export Grids to Excel, Manually Add Documents, New Advanced Class

Actions Dashboard, Delete Duplicate Actions, Deceased Client Records, New Advanced Classes

Notes Library, Action Templates, Global Actions Wizard, ClientView Live™

Add JXID Column to Outlook, Restore Deleted Record, User to User Forum and more….

Junxure Training, Email CC’s, Email capturing, Tool Tips, Global Email Wizard

Set-up Email Handling, Rules Every Office Should Build, The Office Record

Tips and Tricks, FYI's, Alerts, Support Resources, New JX 7 WebEx Class