Financial Planning Tab Overview
The Financial Planning Tab provides tools that track and report on the client’s goals and the status towards the achievement of these goals. The data in this tab will flow through to outside software such as MoneyGuidePro. This tab is broken down into three sub-tabs.
Goals Tab
This tab provides quick and easy ways to link the client’s goals to Actions in Junxure. Various reports are available to show the client’s progress made or the challenges faced that relate towards attaining their goals. See the Goals Tab for more details.
FMA Tab
The Financial Management Assessment or FMA Tool is integrated in Junxure based on the book by Ross Levin titled “The Wealth Management Index.” See the FMA Tab for more details regarding the use of this tool.
Interfaces Tab
This tab provides interfaces with third party software packages ideal for Financial Planning.
Related Articles
SunGard WealthStation Financial Planning
Access the SunGard WealthStation Financial Planning integration by opening a Record and clicking on the Financial Planning > Interfaces tab. Access to this integration can be restricted in System Setup > Setup User Rights > Integrations. Click on the ...FMA Tab Overview
In Junxure, the FMA or Financial Management Assessment is a tool that is used to help organize the financial plans for the client’s financial situation. Based on the “The Wealth Management Index” by Ross Levin, the FMA enables you to create areas for ...Actions Tab Overview
Actions in Junxure help manage Workflow, Activities, Tasks, and track interactions with contacts. Use the Actions Tab to document all activity your office has with a contact, assign tasks to employees in the office, run reports on pending or ...Planning Process Tab
The Planning Process sub-tab displays a list of Planning Processes assigned to the client. This tool enables you to track a client’s progress through a step by step plan with graphic charts (Graphical Planning Work Status) that show steps from ...Profile Tab
The Profile tab in Junxure stores client information that is helpful for classifying your contacts, data mining and for keeping track of other records such as the contract date and assigned advisor. Using Classifications, Keywords, and Interests to ...