The integration will allow you to quickly and easily bring in account and investment holdings into TOTAL Online from Junxure (desktop). To get a head start on using this integration to streamline your planning process, follow the four steps below.
Money Tree Software’s TOTAL Online is now integrated with Junxure’s comprehensive practice management system. This integration allows you to access Junxure client data in TOTAL Online to streamline your process for creating financial plans.
Using TOTAL Online’s integration with Junxure, advisors can quickly and easily access contact and asset information to jump-start data entry for creating or updating financial plans. Advisors can now seamlessly access Junxure client data, including:
View the TOTAL Online with Junxure® guide to walk through the steps of accessing Junxure's information using Money Tree's TOTAL Online.
Learn more about in-depth planning with TOTAL.
TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your client's financial situation with TOTAL's goal-based and cash-flow based planning options.