by Carolyn Rothwell on October 29, 2014

TOTAL Online Integration with Junxure® - Now in Open Beta!


Do you use Junxure and TOTAL Online?  Would you like to try our latest integration to import contact and investment information from Junxure? 

JuxureTotalOnline

We are looking for customers to use the latest integration available for TOTAL Online, currently in open beta, and send us feedback.  The integration allows you to quickly and easily bring in account and investment holdings into TOTAL Online from Junxure's desktop edition.  Get a head start on using this integration to streamline your planning process. 
Simply visit moneytree.com/junxure for details on how to use the integration in open beta.

We really appreciate your time and willingness to be an early adopter of this latest integration to improve your planning process and we look forward to your feedback. 


P.S. Don't forget TOTAL Online customers can participate to win a free year of TOTAL Online to celebrate TOTAL Online's first year - ending this week! 

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.