We do it by inventing tools and services that put a vast amount of client personal and financial data at your fingertips - wherever you are - organized in whatever way makes the most sense for you and your firm.Įverything follows from there - spectacular client service, seamless teamwork, machine-like firm efficiency. We’re on a mission to liberate more and more of your energy to make clients happy. When you help people make sense of their money - and put it to work in support of their personal vision - you fundamentally improve their lives. INTEGRATION:Īdhesion (WealthADV), Advent Axys, Advent Portfolio Exchange (APX On Site)*, Albridge® Solutions, Aqumulate, Black Diamond, BOSS (Back Office Support System), Buckingham Asset Management, byallaccounts, Captools, Envestnet, Fortigent, Investigo, LPL Financial (BranchNet), Morningstar Office, Morningstar Principia CAMS, OmniPlanner, Orion, PortfolioCenter by Schwab Performance Technologies, PowerAdvisor, RBC Wealth Management SEI, Cheshire Wealth Manager, Finance Logix,MoneyGuidePro, Money Tree Software, WealthStation by SunGard, Docupace Technologies, DocuXplorer, Executive Assistant, iChannel, Image Executive CEO, Laserfiche, Microsoft® Sharepoint 2010, Trumpet Inc., Worldox, LaserApp Quik!, QuickBooks (Intuit),, PortfolioCenter Client Import, PortfolioCenter PDF Import, PreciseFP(Spectrum Input). There have been some growing pains in the past, but I've seen a bit shift in the last 6 months, including some talented new team members that are making big impacts. It was created exclusively for financial advisors based on the experiences of a financial advisor. My team is a good group of people and my manager really seems to care about me and my career path. Button to quickly clear the report output, in preparation for. Ability to select whether or not to capitalise sentences when inserting a comment. After selecting a comment, the app will now select the next available tab. Tabs are now movable Ability to automatically 'jump tabs'. To learn more about Report Assistants predefined data packages, see. Version 1.5: Provides warning when students name is not entered. You can also save your Report Assistant queries to use again. Junxure is the on-premises CRM solution for financial advisors. Interaction Report Assistant allows you to review your selections before generating your report, and it saves your selections for easy editing, until you export your final results to an Excel, PDF, or Word file.
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