- Enhancements to Junxure® with Schwab OpenView Gateway™. Workflow and user experience benefits flow from a deeper Schwab Advisor Center ™ integration. These include:
- The collection of Schwab Advisor Center Alerts that automatically generate appropriate Junxure-managed workflows. These workflows are customizable and firms may select from Junxure's new suite of pre-built, Schwab Advisor Center-focused workflows or create their own.
- An at-a-glance update of comprehensive Account Balance and Buying Power Detail information, without having to separately access Schwab Advisor Center.
- Statements, tax-related and trade confirmation documents stored in Schwab Advisor Center are now available for download from Junxure via Schwab OpenView Gateway.
- A Schwab Account Number Import that imports Schwab Advisor Center account numbers, matches accounts by SSN and by client, and excludes accounts.
- A new Envestnet ® integration. An easy to use asset import tool brings assets and accounts from the Envestnet portal into Junxure to reduce the need to access multiple platforms.
- More business development features. New Junxure Opportunity features include new customizable fields to easily characterize and report on various channels.
Junxure CRM Announces Schwab OpenView Gateway Enhancements And Envestnet Integration
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
More than 30 investing pros with skin in the game give you actionable insight and investment ideas.