ClientView Live

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November 24, 2010 Hits: 816

Company Name:	Junxure
Data Last Updated:	November 23, 2010
Data Verified by Company:	No
Website:	www.junxure.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(866) 586-9873
Year Founded	1998
Number of Employees:	36

Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Financial Planner Wealth Manager
Number of Firms Using:	200

Advisor Branded Portal:	Yes
Content Held:	Articles Documents PDFs Reports
Dynamic Content:	Articles Client Financial Data Reports
Alerts:	None
Communication Management:	Client Task Manager Advisor Task Manager
Reporting Functionality:	Batch File Upload Single File Upload

Pricing:	Flat Fee License Fee
Trial:	No
Support:	Email Online Resources Phone Within Program

Outsource Solutions:	Schwab PortfolioServices
Portfolio Management Systems:	PortfolioCenter PrincipiaCAMS
CRM:	Junxure
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	ClientView Live
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security Functionality:	Unique Username/Password User Permissions Encrypted Connection (web)
Other Security Enhancements:	None

Junxure ClientView Live offers your clients a secure web portal with document vault, on-demand reports and enhanced communication channels.

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