Client Relationship Management

Designed and developed by financial planning professionals, Junxure is an office management system that provides total firm technology to address the specific needs of the financial advisors' office. With dashboard views of the pending actions in your office and key client information at a glance, you enhance your productivity. Through integration with PortfolioCenter for account detail and Microsoft Outlook for email linking, you can scale your business to efficiently service more customers on existing infrastructure. Junxure offers a wide range of capabilities to help you automate your workflow and increase profitability, including a suite of practice management consulting, training and support services.

For more information: www.junxure.com

ProTracker Advantage allows you to easily track appointments, tasks and notes for prospects, clients, groups and employees. Interfaces with portfolio management software programs, such as PortfolioCenter, simplify the import of portfolio values and money balances for client accounts. Additional program features include firm-wide calendaring, workflow processes, email archiving capability, built-in document management, marketing pipeline reports, forms interfaces, regulatory reports, a retirement projection calculator and a Required Minimum Distribution calculator. ProTracker Advantage sets the standard for comprehensive contact and practice management software in your practice to help you improve your productivity and profitability.

For more information: www.protracker.com