Junxure ClientView™ extends your wealth management services to the web, increases your productivity and improves ROI.

Designed for financial advisory practices by successful financial advisors, Junxure ClientView™ 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.

ClientView™ goes above and beyond other online storage sites by providing:

• Hosting – Eliminate the need for costly web servers by letting Junxure host your secure client website.
• 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.
• Technology Maximization – Extend the features and functionality of Junxure, your portfolio management system and your website.
• Security – State of the art encryption, separate logins, individual passwords ensure the highest levels of protection for client information.
  

Turnkey Approach

ClientView™ 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™ does the rest.

ClientView™ 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™ 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.
  

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

Free weekly demos are also available. Click here to view the upcoming live demos and to enroll.