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Envestnet Announces Integration With Junxure CRM Software
Nov 14, 2012 (03:11 PM EST)
Access to Junxure's RIA-focused Features Enhances Envestnet's Industry-Leading Platform
CHICAGO, Nov. 14, 2012 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of technology-enabled wealth management solutions for investment advisors, has announced that it has agreed to integrate with Junxure Cloud, the upcoming web-based client-relations management (CRM) program for financial advisors. The integration is expected to be included with the initial release of Junxure Cloud, expected in the first quarter of 2013.
"We are pleased to be enhancing the Envestnet platform by integrating with Junxure Cloud," said Stuart DePina, Group President, Envestnet | Tamarac. "Junxure's leading client-relations management software reflects a deep understanding of the needs and experiences of financial advisors. Together, the two applications will empower advisors to manage their practices more effectively, and will provide tools to achieve better client outcomes."
Many practice management experts recommend using CRM software as a focal point for a financial advisor's daily routine. Advisors who do so can deploy CRM software as their calendar, record-keeper and workflow manager, standardizing and memorializing their client-management processes. With this integration, Junxure clients will get direct access to the Envestnet Advisor Suite® portfolio management platform, integrating portfolio management with client recordkeeping and workflow management for a comprehensive business solution.
"We're excited to be integrating Junxure Cloud with Envestnet, one of the premier providers of technology for independent advisors," said Greg Friedman, President of Junxure. "We share a mission to help independent advisors do a great job on behalf of investors."
For more information on Envestnet, please visit www.envestnet.com.
SOURCE Envestnet, Inc.