Junxure Information for PCRM Clients Benefit From Our New Partnership with CRM Software.

Junxure is the most comprehensive client relationship management solution available. Designed by successful investment advisors, Junxure offers new tools and capabilities that can help your firm achieve greater office efficiency and help you deliver a higher level of client service. 

All Relationship Manager clients have been given the opportunity to upgrade to Junxure. We worked closely with CRM Software to ensure a smooth transition for all clients. With this partnership, we stopped selling Relationship Manager, and at the conclusion of the transition period (June 30, 2008), we discontinued technical support.

For more information about Junxure, please visit www.junxure.com.

What clients tell us about the transition experience

The staff at CRM Software were great. They made the transition so much easier than I imagined. Junxure is very similar to Relationship Manager. The new features, from what I've seen, are great. Great move on Schwab's part.

DeAnna Bingley
William Mack & Associates
July 2007