, Nov. 14, 2012 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of technology-enabled wealth management solutions for investment advisors, has announced that it has agreed to integrate with Junxure Cloud, the upcoming web-based client-relations management (CRM) program for financial advisors. The integration is expected to be included with the initial release of Junxure Cloud, expected in the first quarter of 2013.
"We are pleased to be enhancing the Envestnet platform by integrating with Junxure Cloud," said
, Group President, Envestnet | Tamarac. "Junxure's leading client-relations management software reflects a deep understanding of the needs and experiences of financial advisors. Together, the two applications will empower advisors to manage their practices more effectively, and will provide tools to achieve better client outcomes."
Many practice management experts recommend using CRM software as a focal point for a financial advisor's daily routine. Advisors who do so can deploy CRM software as their calendar, record-keeper and workflow manager, standardizing and memorializing their client-management processes. With this integration, Junxure clients will get direct access to the Envestnet Advisor Suite® portfolio management platform, integrating portfolio management with client recordkeeping and workflow management for a comprehensive business solution.
"We're excited to be integrating Junxure Cloud with Envestnet, one of the premier providers of technology for independent advisors," said
, President of Junxure. "We share a mission to help independent advisors do a great job on behalf of investors."
Envestnet, Inc. (NYSE: ENV) is a leading provider of technology-enabled wealth management solutions to investment advisors. Envestnet's Advisor Suite software empowers advisors to better manage client outcomes and strengthen their practice. Envestnet offers advanced portfolio solutions through its Portfolio Management Consultants Group, Envestnet | PMC. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. Envestnet also provides institutional-quality research and due diligence on investment and fund managers via its Prima research and provides an in-depth view of consolidated holdings across multiple custodians through Vantage Performance Reporting.
For more information on Envestnet, please visit
Junxure was established in 2001 by
, MS, CFP
, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 10,000 active users and a client retention rate of 96%.
serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experiences running his practice and helping his clients achieve their personal financial goals. For more information, please visit
, JCPR(973) 850-7309
SOURCE Envestnet, Inc.