CRM Software, the developers of Junxure-the CRM, office management, and office automation software for financial advisors-is developing a new software package named Junxure PrivatePages.
   The software will allow advisors with in-house portfolio management and reporting to create performance reports, tax reports and net worth statements, and to publish those reports to an in-house or hosted Web server.
   "With PrivatePages, advisors will be able to easily and inexpensively create and maintain a Web portal for their clients," says CRM Vice President Greg Friedman. "The software will eliminate the printing, production and postage costs of sending quarterly reports to client."
   The software is expected to speed the production of the reports, providing faster delivery to clients and lower costs to the advisory firm.
   PrivatePages will require Junxure-I to operate, according to Friedman. Initially, it will be capable of generating reports from Schwab's Centerpiece and Portfolio Center software. CRM is currently negotiating with FCSI about possibly including dbCAMS integration in the initial release. CRM hopes to include interfaces with other portfolio management products in subsequent releases.
   Junxure PrivatePages will reportedly cost $3,995 for the first year and $2,500 for renewals. The price will include the program, special technical support, documentation and upgrades. Initial release is slated for March 2005.

-Joel Bruckenstein