Advisor Services

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Product Description

About this Product

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From a 30,000 foot view of a firm’s productivity and profitability to a 360-degree view of a client, Junxure combines robo-advisor efficiency with personalized client service: 
  • Workflow Management -- Keep track of all client interactions from one platform, eliminating firm-wide confusion around tasks and assignments. Think of Junxure as your “corporate memory.”
  • Client Communication – Email and letter templates make it easy to create and send personalized correspondence in bulk or to individual clients. Client emails are automatically imported to the action history.
  • Key Integrations – Junxure integrates with over 20 custodians and major portfolio management, reporting and back office solutions.

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 streamline operations at his growing firm. Today, Junxure is an industry leader of advisor CRM with more than 12,000 active users and a client retention rate of 96%.

Product Details

More info about us

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Category

CRM
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Integration Capabilities

API Integration, Single Sign On
Serving Since Icon

Serving RIAs Since

2001
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.