Subscribe

Will Junxure Cloud’s release prove worth the wait?

InvestmentNews

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an…

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.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Google ups the ante on mobile office app providers

Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets:…

Will Junxure Cloud’s release prove worth the wait?

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an…

The top apps being embraced by NextGen advisers

What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently…

The new Apple iOS features most relevant to advisers

From Bill Winterberg: Which features of Apple's latest operating system advisers need to know. Plus his highlights from Apple's 2014 World Wide Developers Conference.

Workflow platform could revolutionize the way advisers use technology

On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print