November 19, 2012
Envestnet Integrates with Junxure CRM Software
By Raju Shanbhag
Envestnet, a provider of technology-enabled wealth management solutions for investment advisors, recently partnered with Junxure to integrate with Junxure Cloud. Junxure Cloud is an upcoming Web-based client-relations management (CRM) program for financial advisors.
Expected in the first quarter of 2013, this combination is expected to be included with the initial release of Junxure Cloud.
Junxure is a complete, combined CRM system for financial advisors. The product was created exclusively for financial advisors depending on the experiences of a financial advisor.
It acts as the nervous center of the practice, streamlining and systematizing operations that improve client service, foster unprecedented efficiency and increase profitability.
Combining portfolio management with client recordkeeping and workflow management for a complete business solution, this integration allows Junxure users to get direct access to the Envestnet Advisor Suite portfolio management platform.
As a major element in a financial advisor's daily routine, various practice management professionals recommend utilizing CRM software. Standardizing and memorializing their client-management processes, advisors who do so can deploy CRM software as their calendar, record-keeper and workflow manager.
“We are pleased to be enhancing the Envestnet platform by integrating with Junxure Cloud," said Stuart DePina, group president of 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.”
Recently, the company expanded its well-known Tamarac University program to include an online option for RIAs covering its whole curriculum. While many attend repeatedly – both to build expertise and to network with colleagues from other best-managed firms around the country – more than 2,000 advisors have attended Tamarac University's two-day program.
Classes typically take place in Seattle, or at the RIA firm's office.
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Edited by Braden Becker