Integrating the data between Junxure and your Portfolio Management System (PMS) not only allows you to streamline your processes but also enables you to provide your clients with top tier customer service by making their information easily accessible.
Gather your PortfolioCenter credentials
Open PortfolioCenter. At the login screen, make note of the following:
Additionally, after logging in, go to Help > About. In the About window, also note your Dataset.
In Junxure, launch the PortfolioCenter Import Wizard from Database Tools > Interfaces.
On your initial launch, the Import Settings screen will be displayed. Complete the fields in the Import Settings screen using the data you noted above from PortfolioCenter.
If no datasets appear in the left menu of the Import Settings screen (in the example above, PC Sample Dataset is used), click Add New and enter the data you noted from PortfolioCenter.
Select the source that you would like to use for the Account Description in Junxure (the options are Display Name or Company Name from PortfolioCenter).
Click Save, then Close.
The PortfolioCenter Import Wizard is now configured for daily use.
See Using the PortfolioCenter Import Wizard for step-by-step information on using the PortfolioCenter Import Wizard.
Third Party Software: Disclaimer
Junxure does not provide technical support regarding any issues with third party data, application configuration, or necessary set-up. If you require assistance with these issues, please contact the application software provider directly.