Your Silver Bullet Logo

 

INTEGRATION RELATIONSHIPS

CRM Software (Junxure)
CRM Software (www.junxure.com) provides comprehensive office management tools for financial services professionals.

Junxure™ combines client and office management, workflow automation, and paperless document organization to enhance office effeciency.

ClientView Live™ makes it easy to add private client web pages to your website.

We "play well" with these other software programs . . .

 

 



PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration
Integration
Integration
Integration
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration

DOCUMENT MANAGEMENT
INTEGRATIONS
Integration
Integration

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration

ACCOUNT AGGREGATION
INTEGRATIONS
Integration




 


Albridge Solutions
Captools
CEO Images
Cornerstone Poweradvisor
Docuxplorer
FolioFn
IChannel
Investigo
LPL
Marketing Library
NetExPro
Oaisys (Phone System)
Portfolio 2000
Quik! Forms Library
Schwablink
SEI
WorldDox