Advisors to transition to Junxure(TM), CRM Software's client relationship
management solution
SAN FRANCISCO, June 19 /PRNewswire-FirstCall/ -- Schwab Performance
Technologies(R) (SPT) today announced a new relationship with CRM Software,
a leader in customer relationship solutions for financial advisors, that
will include a transition of existing PortfolioCenter Relationship
Manager(R) clients to CRM Software's Junxure(TM). SPT will continue to
provide technical support to advisors throughout the transition period,
which will be completed on June 30, 2008.
"This change will provide advisors with a great solution in Junxure,
while allowing SPT to invest more time and resources in our leading
portfolio management solution, PortfolioCenter(R)," said Dan Skiles, vice
president of technology for Schwab Institutional. "CRM Software has an
outstanding reputation for service and innovation, and we are confident
that advisors will benefit from this upgrade to Junxure."
Junxure has a very similar interface to PortfolioCenter Relationship
Manager, but with additional features like an actions dashboard that shows
a high level view of all pending actions, a global email wizard that makes
it easier to send rich-text emails to a group of clients, and user rights
and rules that allow advisors to limit user access to certain areas of the
program. Junxure clients also have access to online videos, training
classes, and an online support forum. CRM Software has a track record of
continuous product improvements and will soon be releasing Junxure 7 with
even more added features.
"Junxure was designed by advisors for advisors, and CRM Software has
been helping improve advisor efficiency and client service for more than a
decade," said CRM Software Vice President Greg Friedman. "We are very
excited about our new relationship with Schwab Performance Technologies and
will work diligently to ensure a seamless transition for all advisors
moving to Junxure."
Every advisor's transition to Junxure will be managed by a CRM Software
data conversion specialist and scheduled at the advisor's convenience.
There will also be a transition site available for advisors to reference at
http://www.schwabpt.com/rmtransition.
About CRM Software
CRM Software is a leader in providing office management solutions for
financial advisors. CRM Software's solutions have been developed and
designed by successful financial planning professionals and include
Junxure(TM), a client relationship management application, and
ClientView(TM) for creating private client web pages. More information is
available at http://www.gowithcrm.com.
About Schwab Performance Technologies
Founded in 1985, Schwab Performance Technologies is a subsidiary of The
Charles Schwab Corporation and a leading provider of portfolio management
and accounting solutions to more than 3,000 independent financial advisors
and investment managers. Schwab Performance Technologies develops powerful
portfolio management solutions to help advisors manage their practice and
service their clients. PortfolioCenter(R) is a product of SPT. More
information is available at http://www.schwabpt.com.
About Schwab Institutional
Schwab Institutional is a leading provider of custodial, operational
and trading support for independent fee-based investment advisors. This
year marks Schwab Institutional's 20th anniversary serving the independent
investment advisor industry. Since 1987, Schwab Institutional has supported
independent investment advisors by offering support and services to help
grow their businesses and help their clients reach their financial goals.
As of March 31, 2007, client assets custodied with Schwab Institutional
stood at $524.5 billion. These assets, managed by the approximately 5,000
independent advisor firms Schwab Institutional currently serves, represent
approximately 40 percent of total client assets custodied with The Charles
Schwab Corporation. Brokerage products offered by Schwab Institutional are
not FDIC insured, are not guaranteed deposits, and are subject to
investment risk, including the possible loss of principle invested. Schwab
Institutional is a division of Charles Schwab & Co., Inc.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq: SCHW) is a leading provider of
financial services, with more than 300 offices and 6.9 million client
brokerage accounts, 1,128,000 corporate retirement plan participants,
165,000 banking accounts, and $1.4 trillion in client assets. Through its
operating subsidiaries, the company provides a full range of securities
brokerage, banking, money management and financial advisory services to
individual investors and independent investment advisors. Its broker-dealer
subsidiary, Charles Schwab & Co., Inc. (member SIPC, http://www.sipc.org),
and affiliates offer a complete range of investment services and products
including an extensive selection of mutual funds; financial planning and
investment advice; retirement plan and equity compensation plan services;
referrals to independent fee-based investment advisors; and custodial,
operational and trading support for independent, fee-based investment
advisors through its Schwab Institutional division. The Charles Schwab
Bank, N.A. (member FDIC) provides banking and mortgage services and
products. More information is available at http://www.schwab.com. (0607-0858)
CRM Software is not affiliated with or employed by Charles Schwab &
Co., Inc.
SOURCE Charles Schwab
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Related links:
http://www.schwab.com
http://www.schwabpt.com/rmtransition
http://www.gowithcrm.com http://www.schwabpt.com
CONTACT:
Lindsay Tiles of Charles Schwab,
+1-415-667-3997, or Lindsay.Tiles@schwab.com
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