Advertisement

Article

Junxure CRM Expands Custodial Integration Offering, Announces Integration With TD Ameritrade’s Veo

PR Newswire

RALEIGH, N.C., Oct. 23, 2012

RALEIGH, N.C. , Oct. 23, 2012 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the launch of its integration with Veo®, TD Ameritrade Institutional's comprehensive trading and account management platform.

With Junxure and Veo integration, financial advisors will be able to:

  • Access critical client data securely, including account overviews, holdings, transactions and alerts
  • Create workflows in Junxure from Veo alerts – one interface in one central location
  • Filter and sort data quickly for a customized experience
  • Easily set up the integration with no need to download extra applications

“We are thrilled to offer our customers this new integration with TD Ameritrade Institutional's Veo,” said Junxure co-founder and President Greg Friedman . “Access to client account data in real time, alerts, and even transaction history, all within your CRM – that's the fusion of technology that advisors are looking for.”

Long known as an advocate for technology integration, Junxure is a founding member of Your Silver Bullet, a consortium of software providers committed to ensuring the compatibility of their applications. Today, Junxure offers more integration with custodians and practice management applications than any other CRM for advisors.

“Junxure has taken a leadership role in ensuring that programs and applications 'speak' to each other, as we understand how critical this is to advisors,” continued Mr. Friedman. “This integration with Veo is a significant step in our commitment to continuing that tradition.”

To view a current list of all Junxure integrations with portfolio management, reporting, and back office solutions, visit the Junxure.com website.

For more information, visithttp://www.junxure.com/tdai. 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, Greg Friedman serves as both President of Junxure, an i ndustry-leading CRM and office management system, 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.

Contact
Greg Friedman
Junxure
415.526.2900

This press release was issued through eReleases® Press Release Distribution. For more information, visit http://www.ereleases.com.

SOURCE Junxure

0 comments on “Junxure CRM Expands Custodial Integration Offering, Announces Integration With TD Ameritrade’s Veo

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.