Junxure/Junxure Cloud with Schwab OpenView Gateway™:
Live Data at your fingertips
One-time enrollment. One login. One interface. One effective workflow experience.
With Junxure/Junxure Cloud and Schwab OpenView Gateway™ you can:
- Securely access data in real-time from Schwab Advisor Center™ - including balances, transactions, and profile details - within Junxure or Junxure Cloud
- Sort and filter Schwab data with CRM tools, including easy account number import
- Leverage data from Schwab custody alerts to automatically generate customizable workflows
- Download Schwab statements, trade confirmations, and tax-related documents from your CRM
To see how it works in Junxure, watch the demo.
Schwab Advisor Center is a product of Charles Schwab & Co., Inc ("CS&Co"). The Schwab OpenView Gateway is a product of Schwab Intelligent Technologies ("SIT"). Schwab OpenView Integrated Office is a product of Schwab Performance Technologies ("SPT"). Schwab Advisor Services includes the custody, trading, and support services of CS&Co", a registered broker-dealer and member SIPC. SIT and SPC provide technology solutions to independent investment advisors, while CS&Co provides them and their clients with custody, trading, and related support services. SIT, SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. SIT and SPT's intelligent integration solutions integrate data about accounts custodied at CS&Co.