Cornerstone Revolutions
Product Brochures
Request a Quote
Webinars
"Cornerstone Revolutions appears committed to offering the most competitive and cost-effective suite of portfolio management tools available in today’s marketplace."
~ Thomas F. Rauba,
CFP®, of Eagle Rock Financial Advisors
Lancaster, PA
"This is one of the most intuitive software programs I've ever used."
~ Gloria R. Smith, CFP,
Catalyst Wealth Management
Chicago, IL
"The fact that I own my data with PowerAdvisor is a big factor for me. Companies come and go, and if they owned my data, that would be gone too. Independent financial planners owe it to themselves to support products that give you options so we are not at the mercy of those who decide what we pay and what we get."
~ Donald Whalen, Registered Investment Advisor
(Fee Only)
Versailles Financial, LLC
Alpharetta, Georgia

CRM Software's Junxure-i Adds Cornerstone PowerAdvisor Interface

August 2, 2006

Palm Beach Gardens, FL - CRM Software is pleased to announce a new interface between Junxure-i and the Cornerstone PowerAdvisor asset management software.

CRM Software continues to add interfaces to the Junxure-i office management system to help financial advisors gather their client data all together. Junxure-i makes it easy to view all relevant client data in one place. Once Junxure-i has imported the asset information from Cornerstone PowerAdvisor, you can easily create net worth statements, targeted mailings, and much more.

"We are committed to helping advisors provide a higher level of service to their clients and create office efficiencies," said Ken Golding, President of CRM Software. "We continue to develop relationships with independent companies that have similar philosophies."

CRM Software's flagship product, Junxure-i is designed and developed by successful financial planning professionals to meet the needs of your office. It combines office management features with workflow automation functions to enhance the efficiency of your financial services office. Junxure-i makes it possible to provide a much higher level of service and communication to clients without increasing firm costs.

Junxure ClientView™ works with Junxure-i to make create client reports, then post them on your website quickly and easily, over-and-over again. ClientView™ includes wizards that make it easy to create secure, customized private client web pages. Simply choose reports to post client-by-client and ClientView™ does the rest. It generates the files and builds the login page with secure logins and passwords.

For more information, including free demonstrations of both Junxure-i and ClientView™, please visit our website at www.Junxure.com or contact CRM Software sales at 866-276-8665 or sales@GoWithCrm.com.

                                                                     
 

503.968.7202   |   sales@PowerInvestmentTools.com
 
HOME  |  COMPANY  |  PRODUCTS  |  SERVICES  |  REPORTS  |  PRODUCT UPDATES  |  SUPPORT |  NEWS |  SITE MAP
 
Cornerstone Revolutions Inc - Maker of PowerAdvisor Portfolio Management Software