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.

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.

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
Inhibit document revision and deletion
Identify user activity - who has been doing what

(fly out of available document indices)