Junxure Cloud Reaches for the Sky

INVESTED IN ADVISORS TECH Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List September 4, 2013 FOLLOW US: Junxure Cloud Reaches for the Sky A preview of the company's new cloud-based CRM tool suggests a solid beginning. Technology Aids Client Communications Using the latest technology, these advisors have perfected their client touchpoints. Tech Review: Omyen Planning Software Omyen's planning technology offers advisors a variety of modules that provide focused guidance. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! Advisor Threat? New Wave of Online Services Incoming Beginning next month, a number of tech firms that are also RIAs are poised to enter the red-hot online advisory space, offering consumers not only financial guidance but specific buy/sell/hold recommendations for mutual funds and ETFs. To Tweet or Not to Tweet Advisors don't need to devote hours a day to social media. To get started, try a simple weekly message or educational information that engages people. Gen X & Y Prefer Old-Fashioned Service, Survey Shows Many banks are trying to lure newly affluent Gen X and Gen Y clients with high-tech services, but they may have better luck with a more traditional approach, according to new research. Research Roundup: Syrian Strike Threat Roils the Markets The imminence of a U.S. military strike on Syria sent stocks tumbling and commodities rallying this week. - John Bonnell, USAA Investments Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Videos United Capital's 'Starbucks Strategy' Debunking Currency War Fears How to Develop Top Advisor Talent Ask Ed Slott: Income Limits on Roth IRA Conversions Slide Shows 18 Apps Advisors Can't Live WIthout 11 Steps to a Better Social Media Strategy 20 Essential Books for Every Advisor's Summer Reading List 10 Great Tips for Client Events 10 Ways Independent Advisors Can Escape 'Their Islands' © 2013 SourceMedia. All rights reserved. You are currently subscribed to FP Tech as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809