Reconciling

Finally, it just goes to show that sometimes the best partner is the one you used to have. The folks at Schwab Institutional have just discovered this principle, announcing that the firm would be used Junxure in its CRM upgrading.

Schwab had employed Junxure until 2001, when the firm switched to its in-house solution “PortfolioCenter Relationship Manager.” In making the switch back, Schwab officials stated that “resources are better spent upgrading [the] back-office accounting software.”

Schwab will upgrade all clients of PC Relationship Manager to Junxure 7 at no additional cost.