Innovative technology will enable advisors to share client data between Advisor Group's VISION2020 Advisor Portal and Junxure®
RALEIGH, N.C., Feb. 27, 2012 — Junxure, a practice improvement firm that integrates technology, consulting, and training, announced that it has signed an agreement with Advisor Group to provide an integration offering financial advisors the ability to synchronize client data between Junxure and VISION2020 Advisor Portal (Advisor Portal), Advisor Group's proprietary account tracking system. The integration is included as part of the Royal Alliance, FSC and SagePoint Financial advisor technology offerings.
"We are proud and excited to be able to offer Advisor Group this ground-breaking integration," said Junxure co-founder and president Greg Friedman. "Junxure has long been the leading provider of third-party integrations, and this agreement with Advisor Group allows us to continue offering our customers more ways to boost efficiency and build their firms."
The integration is part of Advisor Group's CRM solutions offering which strives to provide financial advisors with technology-based solutions that helps them improve efficiency and profitability. Royal Alliance, FSC and SagePoint Financial advisors may take advantage of all of Junxure's robust features as well as an interface that "maps" data to and from Advisor Portal.
"Advisor Group has long been committed to providing independent financial advisors with cutting-edge technology that helps them save time. We're delighted to offer our 4,600 independent advisors with CRM tools and are confident Junxure's integration efforts will allow us to further enhance our technology suite," said David Ballard, senior vice president and chief operating officer, Advisor Group.
Benefits to the integration include a seamless initial import of client data into Junxure. The Junxure integration with Advisor Group is available now in the newest release of Junxure 9.
About Advisor Group
Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Royal Alliance Associates and SagePoint Financial, Inc. These independent broker-dealers, with more than 4,600 independent financial advisors, are all wholly owned subsidiaries of Advisor Group.
About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Friedman is both Junxure president and president of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Greg's day-to-day experience running his practice and helping his clients achieve their personal financial goals. In August 2011, a study by Investment News magazine revealed that more advisors use Junxure than any other CRM to run their practice. For more information, log on to http://www.junxure.com.
Contact
Greg Friedman
Junxure
415.526.2900
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