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VIEW OUR
FREE WHITE PAPER
ON HOW WE CAN HELP YOU!
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 Financial
Planners and Advisors
Are you a Junxure-i
user?
Executive Assistant enhances Junxure-i by adding powerful
document indexing tools!
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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.
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Executive
Assistant® |
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Full
Description |
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Executive Assistant
®
is a complete scanning and “paperless office” solution, designed
to provide a standalone or small office the capability
to scan, organize, securely store, search and view paper and
electronic documents.
Scans to popular
image formats including TIFF, JPG, and PDF in B&W, grayscale, or
color. Store your files to local or network hard drive, or a
spanned library of CDs or DVDs. Works with hundreds of scanners. For additional
information, log onto
http://www.ceoimage.com/EA.
Contact:
Kim Miner or
Conrad Foster
Phone: (800)523-1066
Fax:
(734)354-8758
Email:
sales@ceoimage.com |
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Executive
Assistant®: An indispensable electronic document management solution for
your office, at an affordable price!
Executive Assistant is
a powerful scanning and document management software, designed as a
standalone or small office network . Scans to popular formats including
TIFF, JPG, and PDF in B&W, grayscale, or color.
Comes with a post scan black and
white image cleanup program for de-skew, rotate, remove background,
erase region, and will also remove blank back pages.
Works with hundreds of
scanners. Also will import, file and index documents scanned and
stored on external media such as images on CD or digital camera
images.
Scans to hard
drive, a spanned library of CDs, or can create an HTML table of
contents for web based document indexing. Sophisticated and
flexible document organization with user definable primary and cross
indexing for single or multiple page document files. For additional
information, log onto
http://www.ceoimage.com/EA |
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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.
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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.
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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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Executive
Assistant® |
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Getting
Documents into EA.
Using the
Executive Assistant 308 (EA)
®
interface utility, you
 can
import Documents and emails from Junxure. EA provides a means to
show all documents associated with the current Junxure Client ID
that have been imported to EA, as well as those scanned and stored
to the shared client folder. There is an Executive Assistant
Toolbar that not only allows you to search by the current Junxure
Client ID but also by a specified document index.
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.
- Retain Document Integrity - CD or DVD backups
--
non-erasable,
non-rewriteable document preservation
- Inhibit document revision and deletion
- Identify user activity - who has been doing
what
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(fly out of available document indices) |
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Free Virtual
Office News
Sample Newsletter
and . . .
Free White Paper:
Imaging Systems Designed Specifically for Financial Advisors and Financial
Planners
 The
Virtual Office News monthly
newsletter from David
Drucker and Joel Bruckenstein brings you the latest on
virtual office tools and technology.
Shows you how advisors are actually making
the virtual office work for them. Features guest columnists whose
perspectives will add even further value to your subscription, and brings
you a periodic "Price Watch" to tell you where to find the best prices on
recommended hardware and software.
Fill out this form to view 2 of these newsletters and our white paper
on how we specialize in helping financial advisors and planners.
Thank you, and we hope you enjoy your free copy!
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