PRODUCTIVITY
Junxure Launches Schwab Enhancements and Envestnet Integration
V9.5 includes Schwab Openview Gateway Enhancements and Integration with Envestnet Junxure, an advisor CRM solutions provider and practice improvement firm, today announced its latest release, Junxure Version 9.5, which enhances user experience, promotes workflow management and extends business development support. ... Read More »
Hyper Efficiency: Integrating CRM and Performance Reporting
Envestnet | Tamarac™ Integrates Performance Reporting and CRM with Schwab Openview Gateway™ Central, Secure, System to Access Critical Client Data Reaffirms Commitment to Empowering Advisors with the Technologies to Make their Practices More Efficient and Profitable Chicago – Envestnet | ... Read More »
Envestnet | Tamarac™ Concludes User Conference
Highlights from Final Day of Conference SEATTLE – September 20, 2012 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, concluded ... Read More »
SunGard Launches Mobile Report Access
Mobile Report Access Reduces Need to Print and Carry Paper Reports SunGard has launched WealthStation Mobile Report Access to help advisors engage with clients and demonstrate their value, as part of its comprehensive wealth management mobility strategy. The solution gives advisors mobile ... Read More »
Schwab Rolls Out New, Free Workflows for Advisors
New Universal Workflows Free to Download; Applicable Regardless of CRM In order to help advisors gain greater efficiency in their business practices, Charles Schwab announced today that a full library of 28 universal workflows are now available in the Schwab ... Read More »
Tamarac Selected in Schwab Intelligent Integration
Schwab Announces Envestnet | Tamarac™ as Selected Participant in Schwab Intelligent Integration™ Envestnet, Inc., As part of the ongoing initiative to integrate with leading platforms serving independent investment advisors, Schwab announced today that Tamarac, a division of Envestnet, Inc., has ... Read More »
Managing Profitablity Through Client Segmentation
Schwab Launches Consultative Program to Help Advisors Manage Profitability Through Client Segmentation Intensive Program Includes One-on-One Consultations, Group Workshops, and New Schwab Tool for Modeling Client Profitability Schwab Advisor Services announced a new consultative program, “Managing Client Profitability,” designed to ... Read More »
