Michael Kitces #FinTech

Will Junxure Cloud's release prove worth the wait?

Plus notes on ProTracker's cloud CRM, the growth of a high-net-worth personal finance platform and more.

Jul 11, 2014 @ 1:15 pm

By Bill Winterberg

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an industry-leading practice improvement firm for financial advisers that integrates CRM technology, consulting and training, announced the general release of Junxure Cloud, its comprehensive, cloud-based CRM/office management solution for financial advisers.

ProTracker pulls cloud-based CRM back into beta from InvestmentNews. Eight months after announcing the launch of a cloud-based customer relationship management product for advisers, ProTracker Software Inc. has stopped selling its ProTracker Cloud CRM while the company fixes some kinks in the product.

Wealth Access Experiencing Rapid Growth and Momentum in Wealth Management Industry from PRWeb. Wealth Access, an innovative high net worth personal financial management platform for advisers, announced today several milestones that represent fast growth and adoption of its industry leading technology. In only its third year, Wealth Access now reports on $7 billion, adding an additional $600 million per month, up from $250 million per month in 2013.

QuonWarrene Announces Spot-Audit Service from QuonWarrene.com. QuonWarrene today announced an expansion to its services tailored for financial advisers and institutions, introducing the Spot-Audit.

Plus here are the stories that didn't make this week's broadcast:

Amazon Zocalo from Amazon.com. Amazon Zocalo is a fully managed, secure enterprise storage and sharing service with strong administrative controls and feedback capabilities that improve user productivity.

Pershing Announces the Next Generation of its Block Trading and Rebalancing Tool for Advisor-Directed Programs from MarketWatch.com. Pershing LLC, a BNY Mellon company, announced the next generation of its block trading and rebalancing too — delivered through its technology platform NetX360 — which offers a series of new capabilities for advisers.

Be a robo-adviser, the human way from InvestmentNews. It's not hard to see why robo-advisers are generating so much buzz: They purport to use powerful technology to deliver what they call tailored investment recommendations at a fraction of the cost of traditional investment managers. That's a pretty compelling proposition, especially for newbie investors.

Bill Winterberg is an Atlanta-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.

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