Junxure launches digital account open integration with Schwab Advisor Services

▤ Summary

Starting this month, wealth management firms that use Junxure and Schwab Advisor Services as a custodian can open new accounts digitally in real-time. Specific challenges include manual form-filling, coordinating with busy clients, resolving not-in-good-order (NIGO) data issues and ensuring CRM accuracy. Advisory firms already benefit from Junxures smart automation that automatically turns Schwab operation alerts into actionable data and workflows. The integration also removes the need for users to move between different applications and duplicate entry of information – saving time and reducing inaccuracies. "For wealth management teams that live within their CRM, its an exciting new functionality," says AdvisorEngine COO Craig Ramsey.

▦ Linked Companies

Junxure

$10M to $25M