Financial Planners and Advisors
Are you a Junxure-i user? Executive Assistant enhances Junxure-i by adding powerful document indexing tools!
Create a "Paperless Office" with CEO Image Systems Executive Assistant Software, CRM's Junxure-i Software and a quality scanner from Canon, Fujitsu or Kodak.
- Scan
- Index
- Manage
- Securely Store
- Add Efficiency
- Improve Customer Services
- Address compliance and audit mandates
- Provide backup and disaster recovery
Created for Greg Friedman, MS, CFP and Principal of Friedman & Associates, Junxure-i makes it possible to provide a much higher level of service and communication to clients without increasing firm costs.
Junxure-i puts all of the information a financial services office may need at their fingertips - all in one easy-to-use application.
CRM Software's flagship product is Junxure-i, is a client relationship management product created specifically to meet the needs of the independent financial services office.
Junxure-i helps you get a handle on all of your client activity. Its powerful office management and automation tools will make your office more efficient than ever.
FIND OUT HOW Executive Assistant® AND JUNXURE WORK TOGETHER TO CREATE A TRULY SEAMLESS OPERATION!
A truly electronic and
paperless office, providing powerful management and tracking of your
client relationship AND organizing, securely storing, and retrieving
associated scanned paper records and electronic files such as
Microsoft Word documents, Excel spreadsheets, and e-mail
correspondence.
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Navigating. The
"Find" title bar allows you to move the toolbar around your
desktop. Clicking on the Folder in the toolbar allows you to
search for all documents with the Client ID index that is being
viewed in Junxure. |
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Opening Junxure-i and Searching. You can start the Junxure-i toolbar from EA View Documents if you wish to open a Client ID.
Audit and Document Integrity Features. With Executive Assistant and Junxure-i you can be sure to protect your data.
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Getting
Documents into EA. 
