RALEIGH, N.C., June 13, 2016 /PRNewswire/ — Junxure, the industry leading CRM solutions and technology company for financial advisors, this week announced new enhancements to its cloud-based CRM platform, Junxure Cloud®. As part of its ongoing work to integrate with leading platforms serving independent registered investment advisors (RIAs), Junxure Cloud has expanded its integration with Veo®, TD Ameritrade Institutional's comprehensive trading and account management platform.
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"With this release of Junxure Cloud we have delivered a more meaningful integration with TD that expands our deep data sharing and single sign-on capabilities to now include workflow automation. For advisors, this means a more integrated view of client information and a seamless workflow experience," said Greg Friedman, President of Junxure.
The enhanced integration allows Veo alerts to automatically trigger firm-configured workflows in Junxure Cloud, the first integration of its kind between a third-party CRM system and TD Ameritrade Institutional's Veo. Additionally, firms have the option to download pre-configured workflow templates designed by the Junxure Training and Consulting team to work specifically with the various alert types in Veo.
"Our goal with integrations is to deliver the centralized technology necessary to elevate client service and enhance operational efficiency. By incorporating Junxure Cloud's powerful workflow tools into our integrations with top solution providers, we are giving our users a competitive edge when it comes to generating and expanding client relationships," Friedman said.
Development is currently underway to further expand the integration between Junxure Cloud and TD Ameritrade Institutional's existing and new technology. "It is great to participate in creating the future," Friedman said.
To view a current list of all Junxure Cloud integrations, visit www.junxure.com/integrations.
To learn more about Veo's open access capabilities, visit www.tdainstitutional.com/openaccess.
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, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 95%. Greg Friedman serves as both President of Junxure as well as 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 Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.
Media Contact
Greg Friedman
Junxure
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