The basic model of Replicache of client view always returning a snapshot is easy and correct. But commonly, developers find constantly re-requesting the entire snapshot from authoritative store is too ...

Several decades ago I was managing a $168 million, five-year contract and the Government was operating under a Continuing Resolution (CR). This is a situation where politicians cannot agree on a ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Called Ballard360, it allows client to have on-demand ...

↳ EM-InB-Ex: A user has been given mailbox permissions for an executive user ↳ EM-InB-Perm-N-F: First time a user has given mailbox permissions on another mailbox that is not their own ↳ ...

Junxure (www.junxure.com), an industry-leading CRM solutions and technology firm for financial advisors, today announced at the T3 Advisor Conference in Ft. Lauderdale its latest enhancements to its ...

Junxure CRM has a long history in the independent RIA market. Originally created by financial planner Greg Friedman and his partner Ken Golding for Friedman s California RIA, Private Ocean, Junxure ...

John Nixon, a 78-year-old dad-of-two, reveals how his adviser, Ian Williams, saved his pension and how this cemented a long-standing friendship founded on fishing and finance, good beer and fine wine.

Last week, CRM Software Inc. rolled out version 9.2 of Junxure to advisers and made significant updates to its ClientView Live web portal offering. The new versions will be available to the general ...

Advisers are confused and un-certain about web-based document storage and document vaults. Ideally, these solutions provide an adviser with a relatively low-cost, secure online location to upload ...

CRM Software Inc. is primarily known for its flagship product Junxure, long considered one of the leading client relationship management products for financial advisors. In the fall of 2007, the ...

The Direct Marketing Association has unveiled research that finds that initial client and agency meetings are often poorly planned and end up becoming a wasted opportunity. In response the DMA is ...