Junxure 9 with Schwab OpenView Gateway™:
Live Data at your fingertips  

 

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If your technology platforms could talk to each other, what would they say?

Increase efficiency. Simplify workflow. Accelerate productivity. Upgrade to Junxure 9 with Schwab OpenView Gateway™ and you can:

  • Securely access data in real-time from Schwab Advisor Center™ - including balances, transactions, and profile details - within Junxure
  • Sort and filter Schwab data with Junxure tools
  • Leverage data from Schwab custody alerts - such as margin maintenance or security price correction - to initiate workflow in Junxure

Junxure brings it all together.  One-time enrollment. One login. One interface. One effective workflow experience. 

 

 

 

 

The Schwab OpenView Gateway is a product of Schwab Intelligent Technologies ("SIT"). Schwab OpenView Integrated Office is a product of Schwab Performance Technologies ("SPT"). Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. SIT and SPC provide technology solutions to independent investment advisors, while CS&Co provides them and their clients with custody, trading, and related support services. SIT, SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. SIT and SPT's intelligent integration solutions integrate data about accounts custodied at CS&Co.