- 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
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