Junxure 7 Now Available: Enhanced Usability and Expanded Capabilities(June 2008)

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 Junxure to provide them with a better, more powerful tool. Junxure integrates with PortfolioCenter, so firms that use both can easily have access to clients' financial and personal information in a single environment.

While Junxure is our preferred CRM solution, it is one of many that integrate with PortfolioCenter. As always, we remain committed to open architecture and encourage you to choose the best solution for your firm's needs.

Several enhancements have greatly expanded Junxure's capabilities.

• A new client dashboard that summarizes key client information and allows unlimited custom views that can be shared firm-wide.
• Extended integration with Microsoft Outlook® makes it easier to track emails and work with templates, mail merge and multiple emails attached to one action.
• Security enhancements let you control which areas of the program users are allowed to view and edit.

Greg Friedman, president of CRM Software, is excited about the improvements made to Junxure. "We've made it even easier for advisors to leverage Junxure's full capabilities, and that will help them manage their client relationships more effectively," he said.

Responses to the survey in our last issue suggest that the majority of PortfolioCenter users are already using a CRM tool.

• If you're considering a CRM system for your firm, take a look at Junxure's Web site to learn more about this solution and see an online demo.
• If you're already a Junxure user and have not yet upgraded, visit the Junxure 7.0 page to learn more about the release.