Junxure ClientView™ Live creates Private Client Web Portals to add to your existing web site that display individualized information by client.

Designed for financial & accounting service practices by successful financial advisors, Junxure ClientView™ Live is the technology you need to be that trusted, primary advisor. In today’s increasingly online world, clients are rapidly looking to the web to streamline and simplify their financial lives. You can meet that need by broadening your service offering to include safe, secure and online private web pages for your clients.

Private web pages enable your client to receive, store and share important documents such as account information, trusts, wills, tax information, and even photos. Through this safe and secure online document storage, your clients can connect their other professional advisors such as their CPA and attorney, and positioning you as the quarterback of their financial affairs.

Industry Leading Features

Junxure ClientView™ Live is a comprehensive Client Portal providing a direct connection to your Junxure data, enabling you to extend your financial services to the web through these powerful features:

• Hosting – Eliminate the need for costly web servers by letting Junxure host your secure client website.
  • Provide direct access for clients to run real-time, on-demand Junxure reports and get answers to their questions 24/7.
• ROI –Save time and money by batching and publishing quarterly reports and statements to the web, eliminating the need for printed statement generation, production and postage.
  • Eliminate the need to print, collate and mail paper reports – publish quarterly reports and statements to the web.
  • Publish customized reports for each of your clients to the web through the innovative Portfolio Report assembly tool.
• Technology Maximization – Extend the features and functionality of Junxure, your portfolio management system and your website.
  • Securely share important documents such as account information, trusts, wills, tax information – stored right on your firm’s server
• Security – State of the art encryption, separate logins, individual passwords ensure the highest levels of protection for client information.
• Service – 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.
• Firm Image – Customize the look and feel of the ClientView™ Live portal to match your firm's image.

Turnkey Approach

ClientView™ Live is a turnkey application working seamlessly with Junxure and your portfolio management system (Portfolio Center and DB Cams) to enable secure, online private web pages for your clients in an integrated process that is quick, easy and automatic. Simply choose the important client reports and documents from across your firm and with a few clicks Junxure ClientView™ Live does the rest.

ClientView™ Live generates the electronic files and builds the client specific, dedicated, URL page with secure logins and passwords on our secure web hosting platform, accessible via your website. You can easily and automatically post any client reports without the need for hosting accounts or purchasing costly in-house web servers. ClientView™ Live provides the key operational flexibility, allowing you to:

• Generate and Batch Performance reports from PortfolioCenter and dBCams along with Junxure reports such as net worth statements, list of associates, insurance summaries, and many more.
• Post any other document such as a financial plan, a photo, tax information or any other document.
• Learn how often your clients access their information through an integrated reporting application.

Complimentary Training & Implementation Included - Expert Help with Your ClientView™ Live Rollout

Junxure ClientView™ Live includes two hours of complimentary implementation advice and training. Our experienced Junxure Solutions Group helps you get started immediately with your ClientView™ Live implementation and client roll-out.

For more information, or to purchase Junxure ClientView™ Live, please contact CRM Software Sales 866-586-9873, option 2 or email sales@junxure.com

Free weekly demos are also available