News & Events
June 2008 Newsletter
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- Attend SOLUTIONS 2008 Workshops to Improve Efficiency
Register now for SOLUTIONS® 2008 Operations and Technology Workshops, to be held this summer in 12 cities. SOLUTIONS workshops focus on helping you get maximum benefit from the systems and services offered by Schwab Institutional and Schwab Performance Technologies. - Junxure 7 Now Available: Enhanced Usability and Expanded Capabilities
Now available, Junxure 7 is the latest release of CRM Software's flagship Total Office Management system designed for financial advisors. Since selecting Junxure last year as our preferred CRM solution, we have successfully upgraded our former PortfolioCenter Relationship Manager clients to this more powerful tool. - Maximize Data Management Efficiency with Our Latest Best Practices Guide
Take full advantage of PortfolioCenter's extensive data management capabilities with our latest best practices guide, Using Data Management Tools to Work More Efficiently. The guide, which was distributed last fall, includes several practical examples you can use right away, from removing closed accounts within sets of active accounts to finding and replacing missing data. - Select Service Provides Tailored Client Support
Since 2007, when we launched Select Service — our specialized offer that provides a primary technical support contact — advisors have spoken highly of their representatives' ability to zero in on issues and give recommendations tailored to their firm. - Register to Attend IMPACT® 2008
Join us in Atlanta, September 23–26 for this industry-leading conference with unparalleled speakers and educational sessions.
Event Calendar
| Date | Event | Location |
|---|---|---|
| Jul. 9– Aug. 13 |
SOLUTIONS 2008 | selected cities nationwide |
| Aug. 26–28 | PortfolioCenter Regional Training | San Jose, CA |
| Sep. 16–18 | PortfolioCenter Regional Training | Chicago, IL |
Press Releases & Other News
- SPT Introduces Complete Performance Reporting Solution (June 23, 2008)
- SPT Announces Acquisition of Etelligent Consulting, Inc. (December 13, 2007)
- SPT Prepares to Debut Latest Enhancements to PortfolioCenter (October 25, 2007)
- SPT Forms New Relationship with CRM Software (June 19, 2007)
- SPT Launches New Capabilities For Advisors Large And Small (May 8, 2007)