financial planning

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors

Submitted by Technology Tools for Today on July 9th, 2014

Activity tracking and corporate memory
Client communications management
document management
financial planning
Greg Friedman
Junxure
Junxure Advisor Conference
Junxure Cloud
Ken Golding
portfolio management
Scalable workflow tools
technology

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

Technology Firms Join Forces to Give Tomorrow’s Advisors Free Access to Core Advisory Software

Submitted by Technology Tools for Today on August 30th, 2013

Chad Blythe
CRM
customer relationship management
document management
Ed Beggs
FAStech
FinaMetrica
financial planning
investment policy statement
IPS AdvisorPro
Laserfiche
mobile forms-filling
MoneyGuidePro
Orion Advisor Services
portfolio management
rebalancing
Risk Profiling
technology
tRx

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.