Schwab Announces Official Launch of Platform Integration with Junxure® for Independent Investment Advisors

Integration included in latest release of Junxure 9; Comprehensive new workflows also available to help advisors get the most out of integration

Thursday, February 16, 2012 7:00 am PST



Public Company Information:

"The Junxure steps were a breeze to work with. We have used Junxure for a long time and felt that these workflows will improve our service model and new client on-boarding process. Furthermore, they have given us a greater understanding of what Junxure can do."

SAN FRANCISCO--(BUSINESS WIRE)--Schwab announces that the Schwab OpenView Gateway™ platform offered by Schwab Intelligent Technologies™ now integrates with Junxure 9, Junxure’s latest version of client relationship management (CRM) software for independent investment advisors. Junxure provides technology, consulting and training to independent investment advisors, and its CRM solution is one of the most widely used by firms that custody assets with Schwab Advisor Services (Schwab). In addition, Schwab Intelligent Technologies is launching five workflows for the Schwab OpenView Workflow Library™ to provide Junxure users with comprehensive best practices and customized workflows. Demonstrations of Junxure 9 with Schwab OpenView Gateway will be available at the industry conference “T3” Technology Tools for Today™ starting today in Dallas, TX.

“We are delighted to bring the benefits of high quality integration to the hundreds of clients that Junxure and Schwab have in common,” said Neesha Hathi, vice president of technology solutions for Schwab Advisor Services. “This integration is an important step towards delivering on the promise of Schwab Intelligent Integration™ and is a significant milestone in our efforts to supercharge an advisor’s CRM in order to enhance client service and increase firm efficiency.”

The integration between Junxure and Schwab OpenView Gateway will now allow advisors to access real-time balance information, recent alerts and account activity, and other important account information all within their CRM. Additional capabilities will be included in future releases.

“We are thrilled with what Junxure 9 delivers to advisors, including access to live account information within the CRM for those that custody assets with Schwab,” said Junxure president Greg Friedman, MS, CFP. “In this first iteration, we are delivering integration that should have very meaningful impact on how advisors work every day, but this is just the beginning of our long-term plans for greater integration and greater benefits for advisors.”

The integration between Schwab and Junxure is included in the new Junxure 9 upgrade. Advisors who custody with Schwab and are interested in Junxure 9 are eligible for discounted pricing from Junxure. Interested advisors should contact the Junxure sales team for more information on pricing. Schwab OpenView Gateway is available at no additional cost to advisors who custody with Schwab.

Workflows in the Schwab OpenView Workflow Library are designed based on extensive research into how advisors use technology, as well as the capabilities of the technology itself. The five new Junxure workflows are for common front office tasks, including business development, referrals, initial contacts, discovery meetings, commitment meetings, and new account set-up. Additional front- and back-office workflows will be added throughout 2012. The workflows are free to all advisors who custody with Schwab.

George Taylor, CEO of Temenos Advisory, was part of the pilot for the Junxure 9 with Schwab OpenView Gateway, and had this to say about the workflows: “The Junxure steps were a breeze to work with. We have used Junxure for a long time and felt that these workflows will improve our service model and new client on-boarding process. Furthermore, they have given us a greater understanding of what Junxure can do.”

About Schwab Intelligent Integration

Schwab Intelligent Integration is a multi-year initiative designed to increase integration between disparate systems and workflows in advisors’ offices. Schwab OpenView Integrated Office™ is a product of Schwab Performance Technologies® and includes integration with Salesforce CRM. Schwab OpenView Gateway™ and the Schwab OpenView Workflow Library™ are products of Schwab Intelligent Technologies™. Participating providers in Schwab OpenView Gateway are Junxure, Microsoft, Salentica and More information about Schwab Intelligent Integration is available at

About Junxure

Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Friedman is both Junxure president and president of Private Ocean, a West Coast wealth management firm. The inspiration for Junxure consulting, training and software comes from Friedman’s day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, visit

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.6 million client brokerage accounts, 1.5 million corporate retirement plan participants, 787,000 banking accounts, and $1.74 trillion in client assets as of Jan. 31, 2012. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides trust and custody services, banking and mortgage services and products. More information is available at and (0212-1020)

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Neesha Hathi is an officer of Schwab Intelligent Technologies and Charles Schwab Advisor Services.

Schwab Advisor Services serves independent investment advisory firms and includes the custody, trading and support services of Charles Schwab & Co., Inc., a registered broker-dealer and member SIPC. Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co., Inc.

Schwab Intelligent Integration ("SII") is an integrated technology strategy. Solutions leveraging SII are offered by Performance Technologies, Inc., (“PTI”) a subsidiary of The Charles Schwab Corporation and an affiliate of Schwab or by participating providers in the Schwab OpenView Gateway program.

Schwab Intelligent Technologies (SIT), Schwab Performance Technologies (SPT) and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. SIT and SPT’s intelligent integration solutions integrate data about accounts custodied at CS&Co.

Participating providers in the Schwab OpenView Gateway are independent companies that are not affiliated with SIT or any of its affiliates. They develop interfaces needed for integration of their applications and tools, which are then subject to validation and pilot before becoming generally available to advisors. Their participation in Schwab OpenView Gateway is not a recommendation or endorsement of, or referral to, the participant by SIT or any of its affiliates. Neither SIT nor any of its affiliates makes any representation or warranty about information furnished by any participating provider. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by them.

Third party firms are not affiliated with or an employee of the Charles Schwab Corporation. Their mention is not, and should not be construed as a recommendation, endorsement or sponsorship by the Charles Schwab Corporation. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience.

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Charles Schwab
Lindsay Tiles, 415-667-0479

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Brian Shenson of Schwab Advisor Services previews the Schwab Intelligent Integration platforms at Schwab's IMPACT conference in November 2011. (Photo: Business Wire)

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