Long Beach, CA – Laserfiche®, an electronic document management system (EDMS) firm, today announced the integration of Laserfiche 8 with Junxure™, a leading customer relationship management (CRM) software package for financial advisory firms.
Coinciding with the release of Junxure 7, the integration is available free of charge through the remainder of 2008. The integration includes a configuration utility that allows advisors to pre-configure folder and template mapping, as well as document naming. Documents are thus automatically named, filed and indexed without the need for user input. Users will be able to take Junxure to the next level with a fully integrated document management system, and will enjoy additional enhancements such as enterprise content management, document imaging, improved security and backup, e-discovery preparation and scalability.
“We are enthusiastic to see the direct results from the integration of Laserfiche and Junxure,” said Chris Wacker, Senior Vice President of Business Development at Laserfiche. “With one click, Junxure users can bring all related client documents from Laserfiche, making work more efficient and seamless.”
Laserfiche first integrated its enterprise solutions with Junxure in October 2007. The flagship integration was made possible by “Your Silver Bullet” (www.yoursilverbullet.net), a membership organization committed to making separate software programs “play well” together, so that financial advisors can spend more of their time managing clients’ money rather than managing incompatible software. Both Laserfiche and Junxure are members of the organization.
Greg Friedman, President of CRM Software and one of the founders of Your Silver Bullet, said, “This new integration with our latest comprehensive version of Junxure will meet a key need of advisors to have both their office management software and document management software working seamlessly together. In addition, we are particularly excited because this integration came as a direct result of the Your Silver Bullet technology partnership. We look forward to promoting this innovative integration to our 6000 users.”
Laserfiche (www.laserfiche.com) creates simple and elegant document management solutions that help organizations run smarter. Since 1987, Laserfiche has helped more than 25,000 organizations—including state and local governments, financial services firms and healthcare providers—optimize business processes and reduce operating costs. By digitizing paper archives, Laserfiche enables financial services professionals to find what they need in seconds, quickly prepare for audits and make better-informed decisions. Secure Web access allows professionals to share information with remote offices, business partners and clients, while comprehensive security options ensure compliance with government- and industry-mandated standards.
Junxure (www.junxure.com) is the award-winning flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL, with operations in the heart of the “Research Triangle” in Raleigh, NC, New York City, Ohio, and California. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. Designed and built by financial advisors for financial advisors, Junxure’s powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that advisors can continue to provide the highest level of client service while increasing productivity and profitability.
About Your Silver Bullet, LLC
Launched in February 2007, Your Silver Bullet (www.yoursilverbullet.net) is a membership organization whose purpose is to accelerate and facilitate development of interfaces between independent software applications and to provide an easy way for advisors to find programs that “play well” together.
Francine Marlenée, Laserfiche Public Relations Specialist
562-988-1688 ext. 211, firstname.lastname@example.org