Your Silver Bullet

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  Junxure Announces New Envestnet, Schwab Integration Features

  By John Sullivan, AdvisorOne  |  March 19, 2013

  Highlights of Junxure Version 9.5 include enhancements with Schwab OpenView Gateway.

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  TD Ameritrade Adds CRM Offerings on Its Veo Platform

  By John Sullivan, AdvisorOne  |  December 20, 2012

  Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.

• Junxure CRM Announces TD Ameritrade Veo Integration

  By John Sullivan, AdvisorOne  |  October 23, 2012

  Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.

• Your Silver Bullet

  By John Sullivan, AdvisorOne  |  October 1, 2011

  At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.

• Special Technology Articles

  By Staff Writer  |  February 1, 2008

  Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...