Schwab and Junxure renew vows

Schwab Performance Technologies today announced, believe it or not, “a new relationship with CRM Software.” Said commitment will include a transition of existing PortfolioCenter Relationship Manager clients to CRM Software’s Junxure. SPT will continue to provide technical support to advisors throughout the transition period, which will be completed on June 30, 2008.

The reasoning behind the agreement was that Junxure has a similar interface to PortfolioCenter Relationship Manager, but with additional features including an actions dashboard that shows a high level view of pending actions; a global email wizard that makes it easier to send rich-text emails; and user rights and rules that allow advisors to limit user access. Junxure clients also have access to online videos, training classes, and an online support forum.

Founded in 1985, Schwab Performance Technologies is a subsidiary of The Charles Schwab Corporation and a provider of portfolio management and accounting solutions to more than 3,000 independent financial advisors and investment managers.