Junxure is the award winning and flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL with operations in Raleigh, NC; New York City; Ohio; Oregon; and California. Recently named to the Inc 5000 fastest growing privately held companies, CRM Software and its Junxure suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses.
Junxure Named Double Finalist for CRM and Thought Leadership Awards by WealthManagement.com
RALEIGH, N.C., July 26, 2016 /PRNewswire/ — Junxure, an industry-leading technology and CRM solutions provider for the financial services industry, has been named a finalist in the CRM and Thought Leadership categories for the WealthManagement.com 2016 Industry Awards Program, which honors companies and organizations that enable financial advisor success. Logo – http://photos.prnewswire.com/prnh/20160725/392574LOGO Photo – http://photos.prnewswire.com/prnh/20160725/392577 Junxure Cloud® […]
Joel Bruckenstein, CFP® Announced as Keynote Speaker at 2016 Junxure Advisor Conference
RALEIGH, N.C., July 13, 2016 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the expansion of its fourth annual Junxure Advisor Conference in Denver this September 29-30 with the addition of notable industry speakers. Photo – http://photos.prnewswire.com/prnh/20160712/388894 Logo – http://photos.prnewswire.com/prnh/20160712/388895LOGO New to the lineup is Joel Bruckenstein, CFP®, Publisher of the T3 […]
Junxure Cloud Expands Integration with TD Ameritrade Institutional's Veo®
RALEIGH, N.C., June 13, 2016 /PRNewswire/ — Junxure, the industry leading CRM solutions and technology company for financial advisors, this week announced new enhancements to its cloud-based CRM platform, Junxure Cloud®. As part of its ongoing work to integrate with leading platforms serving independent registered investment advisors (RIAs), Junxure Cloud has expanded its integration with […]
Junxure Cloud Passes 2,000 User Milestone
Award Winning, Advisor-Specific CRM Platform Experiencing Fast Growth and Wide Industry Adoption by Advisors, Custodians and Technology Partners RALEIGH, N.C., April 5, 2016 /PRNewswire/ — Junxure, the industry leading CRM solutions and technology firm for financial advisors, announced today that its flagship Junxure Cloud platform now has over 2,000 users. Photo – http://photos.prnewswire.com/prnh/20160404/351326 Logo – http://photos.prnewswire.com/prnh/20160404/351327LOGO […]
Junxure Announces 2016 Conference for Financial Advisory Firms
RALEIGH, N.C., March 14, 2016 /PRNewswire/ — Junxure (www.junxure.com) President Greg Friedman today announced the fourth annual Junxure Advisor Conference to be held at the Grand Hyatt Hotel in Denver on September 29-30, 2016. Junxure is an industry-leading CRM solutions and technology firm for financial advisors. Photo – http://photos.prnewswire.com/prnh/20160311/343232 Logo – http://photos.prnewswire.com/prnh/20160311/343231LOGO "We always aspire to […]
NAIFA Selects Junxure as a Partner CRM Provider for Its 43,000 Members
RALEIGH, N.C., Feb. 29, 2016 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions and technology firm for financial advisors, today announced its partnership with the National Association of Insurance and Financial Advisors (NAIFA), which represents the interests of insurance professionals and financial advisors through legislative and regulatory advocacy and ongoing education. Logo – http://photos.prnewswire.com/prnh/20160226/337881LOGO Logo – […]
RALEIGH, N.C., Feb. 10, 2016 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions and technology firm for financial advisors, today announced at the T3 Advisor Conference in Ft. Lauderdale its latest enhancements to its cloud-based CRM platform, Junxure Cloud®. As part of its ClientFirst initiative, Junxure Cloud is expanding to deliver more prospecting and business development tools, deeper […]
RALEIGH, N.C., Oct. 20, 2015 /PRNewswire/ — Junxure Cloud, the cloud-based CRM platform for financial advisors, was recently recognized as the Best CRM solution at the inaugural WealthManagement.com Industry Awards. Junxure is an industry-leading technology and CRM solutions provider for the financial services industry. Logo – http://photos.prnewswire.com/prnh/20151019/278508LOGO Photo – http://photos.prnewswire.com/prnh/20151019/278509 The WealthManagement.com Industry Awards honors outstanding […]
RALEIGH, N.C., Oct. 8, 2015 /PRNewswire/ — Fresh off its industry recognition by wealthmanagemment.com for best CRM for Junxure Cloud, Junxure, a CRM solutions provider for financial advisors, today unveiled at the Junxure Advisor Conference its latest technology initiative – ClientFirst, set to debut in 2016. Logo – http://photos.prnewswire.com/prnh/20151008/275271LOGO Logo – http://photos.prnewswire.com/prnh/20151008/275272LOGO "ClientFirst is a comprehensive […]
Wiley to Publish "Advisory Leadership," Debut Publication by Industry Veteran Greg Friedman
Friedman Is President/CEO of Private Ocean, a Bay-Area Wealth Management Firm and President and Co-Founder of Junxure RALEIGH, N.C., Sept. 21, 2015 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, and Private Ocean, an award-winning, independent wealth management firm, have announced the release of Advisory Leadership: Using the Seven Steps of Heart Culture to Create […]
Junxure Expands 2015 Advisor Conference with Prominent Industry Speakers and Sessions
RALEIGH, N.C., Sept. 14, 2015 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the expansion of its third annual Junxure Advisor Conference in Las Vegas this October 8-9 with the addition of notable industry speakers and sessions. Photo – http://photos.prnewswire.com/prnh/20150911/265678 Logo – http://photos.prnewswire.com/prnh/20150911/265679LOGO Joining keynote speakers Deena Katz CFP®, chairwoman of the investment […]
Junxure Cloud Receives XCelent Award for Best Technology for a Vertical CRM System by Celent
RALEIGH, N.C., Aug. 24, 2015 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, was recently recognized with the XCelent Award for Best Technology for a Vertical CRM for its cloud-based CRM platform, Junxure Cloud®. Logo – http://photos.prnewswire.com/prnh/20150821/260161LOGO Celent, a research and consulting firm focused on the application of information technology in the […]
Junxure Drives CRM Adoption with Launch of Integrated e-Learning Guide for Junxure Cloud
RALEIGH, N.C., Aug. 3, 2015 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions and practice management company for financial advisors, today announced the launch of eXpert, an integrated e-learning tool for users of Junxure Cloud CRM. Logo – http://photos.prnewswire.com/prnh/20150731/252437LOGO Photo – http://photos.prnewswire.com/prnh/20150731/252438 With dozens of interactive guides available at launch, users engage eXpert's easy search tool […]
Junxure Announces Latest Enhancements and Development Roadmap for Junxure Cloud
RALEIGH, N.C., July 20, 2015 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions and practice management company for financial advisors, today unveiled its aggressive development roadmap for Junxure Cloud, its web-based CRM platform for the financial services industry. Photo – http://photos.prnewswire.com/prnh/20150717/237945LOGO Photo – http://photos.prnewswire.com/prnh/20150717/237945LOGO Releasing high impact updates on a regular schedule, Junxure Cloud has expanded […]
Junxure Named Most Promising Workflow Management Solution Provider by CIO Review
RALEIGH, N.C., July 7, 2015 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions and practice management company for financial advisors, was recently named a "Most Promising Workflow Management Solution Provider" by CIO Review magazine, a top technology and information systems publication. Logo – http://photos.prnewswire.com/prnh/20150702/227773LOGO Photo – http://photos.prnewswire.com/prnh/20150702/227772 CIO Review's research team analyzed over 500 workflow management […]
RALEIGH, N.C., April 21, 2015 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions firm for financial advisors, today announced its strategic alliance with Shareholders Service Group (SSG), which provides high-quality, dedicated services for independent registered investment advisors. Logo – http://photos.prnewswire.com/prnh/20150420/199658LOGO Logo – http://photos.prnewswire.com/prnh/20150420/199659LOGO Both Junxure and SSG focus on providing the best in services and support […]
Junxure Announces 2015 Conference for Financial Advisors
RALEIGH, N.C., April 6, 2015 /PRNewswire/ — Junxure CRM (www.junxure.com) Co-Founder and President Greg Friedman today announced the 2015 Junxure Advisor Conference to be held at the Las Vegas Four Seasons Hotel on October 8-9. Junxure is an industry-leading CRM solutions firm for financial advisors. Logo – http://photos.prnewswire.com/prnh/20150403/196455LOGO The 2015 Junxure Advisor Conference will bring together more […]
Junxure Cloud CRM Surpasses 1,000 Users
RALEIGH, N.C., March 23, 2015 /PRNewswire/ — Junxure (www.junxure.com), a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced that Junxure Cloud recently surpassed 1,000 users on its comprehensive, cloud-based CRM platform for advisors. Logo – http://photos.prnewswire.com/prnh/20150320/183441LOGO Logo – http://photos.prnewswire.com/prnh/20150320/183447LOGO "In less than one year since its release, we've seen […]
Junxure Announces Junxure Cloud Platform Enhancements
Junxure Cloud 2.0 Release Brings Powerful API Capabilities and Key User Experience Features RALEIGH, N.C., Feb. 12, 2015 /PRNewswire/ — Junxure (www.junxure.com), a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced the latest release of Junxure Cloud – the comprehensive, cloud-based CRM/office management solution for advisors. Logo – http://photos.prnewswire.com/prnh/20150212/175173LOGO "With […]
Junxure Expands Relationship and CRM Integration with Advent Software
RALEIGH, N.C., Dec. 1, 2014 /PRNewswire/ — Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the expansion of its relationship with Advent Software, a leading provider of software and services for the global investment management industry. Advent's Black Diamond(SM) wealth management platform now offers […]
Junxure Announces Major Enhancements in Next Junxure Cloud Update
Advisor CRM solutions provider also announces 60-day free trial and elimination of minimum user requirement on Junxure Cloud RALEIGH, N.C., Oct. 27, 2014 /PRNewswire/ — Junxure (www.junxure.com), a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced major enhancements in its upcoming update to Junxure Cloud – the comprehensive, cloud-based […]
Junxure Announces Several Major Initiatives at Sold Out Advisor Conference
Record Attendance at Second Annual Conference Boosted by Sales on Junxure Cloud LAS VEGAS, Sept. 15, 2014 /PRNewswire/ — Junxure (www.junxure.com), the RIA industry's leading CRM and office management technology platform, will announce today at its second annual Advisor Conference at the Four Seasons Hotel in Las Vegas, NV, several major initiatives and results that show […]
Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors
RALEIGH, N.C., July 9, 2014 /PRNewswire/ — Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors. Logo – http://http://photos.prnewswire.com/prnh/20140708/125200 Logo – http://http://photos.prnewswire.com/prnh/20140708/125199 "We are pleased to offer Junxure Cloud to advisors who have […]
Junxure Advisor Conference Adds Additional Speakers and Sponsors; Expands Attendee Limit
RALEIGH, N.C., May 27, 2014 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the addition of speakers and sponsors to the Junxure Advisor Conference in Las Vegas this September 15-16, 2014. Photo – http://photos.prnewswire.com/prnh/20140523/90948 Keynote speakers include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz […]
Junxure Announces 2014 Conference for Financial Advisors
RALEIGH, N.C., Feb. 24, 2014 /PRNewswire/ — Junxure CRM (www.junxure.com) Co-Founder and President Greg Friedman today announced the 2014 Junxure Advisor Conference to be held at the Las Vegas Four Seasons Hotel from Sept. 15-16. Junxure is an industry-leading CRM solutions firm for financial advisors. (Logo: http://photos.prnewswire.com/prnh/20140224/PH69705LOGO-a) (Logo: http://photos.prnewswire.com/prnh/20140224/PH69705LOGO-b) Now in its second year, the Junxure Advisor Conference will bring […]
Junxure Announces Limited Release of Junxure Cloud CRM for Financial Advisors
RALEIGH, N.C., Jan. 29, 2014 /PRNewswire/ — Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the limited release of Junxure Cloud™, its comprehensive, cloud-based CRM solution for financial advisors. Effective January 31, the initial release will allow a limited number of advisory firms to begin using […]
Junxure Announces Live Online Previews of Junxure Cloud CRM for Financial Advisors
RALEIGH, N.C., June 5, 2013 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider and practice improvement firm for financial advisors (www.junxure.com), today announced that June 11 will mark the official marketing launch for Junxure Cloud™, the Company's cloud-based CRM solution for financial advisors, and kick off a series of live preview demos of Junxure Cloud. Junxure […]
Junxure Expands Executive Ranks
Financial Services and Technology Veteran, Bill Banks, Joins Fast Growing Advisor Technology Firm; Junxure Operations Executive, John Shangler, Elevated to EVP RALEIGH, N.C., April 29, 2013 /PRNewswire/ — Junxure, an industry leading CRM solutions provider and practice improvement firm for financial advisors, today announced that Bill Banks, an experienced financial services and technology executive has joined […]
Junxure CRM Announces Schwab OpenView Gateway Enhancements and Envestnet Integration
RALEIGH, N.C., March 20, 2013 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM solutions provider and practice improvement firm for financial advisors, today announced its latest release, Junxure Version 9.5, which enhances user experience, promotes workflow management and extends business development support. Release Highlights: Enhancements to Junxure® with Schwab OpenView Gateway™. Workflow and user experience benefits […]
Greg Friedman Announces First Junxure Advisor Conference
RALEIGH, N.C., Jan. 15, 2013 /PRNewswire/ — Junxure CRM (www.junxure.com) Co-Founder and President Greg Friedman today announced the first Junxure Advisor Conference, "Gaining TraXion in Your Business," to be held at the Hilton Dallas Anatole from Sept. 16-17. Junxure is an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training. The […]
Junxure To Launch Junxure Cloud, All New CRM For Advisors
RALEIGH, N.C., Nov. 12, 2012 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the upcoming launch of its all-new, hosted CRM solution, Junxure Cloud™, for financial advisory firms beginning in early 2013. (Logo: http://photos.prnewswire.com/prnh/20121112/PH09980LOGO ) The first release of Junxure Cloud will provide a […]
Junxure CRM Expands Custodial Integration Offering, Announces Integration With TD Ameritrade's Veo
RALEIGH, N.C., Oct. 23, 2012 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the launch of its integration with Veo®, TD Ameritrade Institutional's comprehensive trading and account management platform. With Junxure and Veo integration, financial advisors will be able to: Access critical […]
Junxure Achieves Company Milestone, Surpasses 10,000 Active Users
RALEIGH, N.C., Sept. 10, 2012 /PRNewswire/ — Junxure (www.junxure.com), an industry-leading CRM practice improvement firm that integrates technology, consulting, and training, today announced that it surpassed 10,000 active users on its Junxure CRM as of July 2012. "This is an incredible milestone in our history," said Junxure co-founder and President Greg Friedman. "For over a decade […]
Junxure Launches Blog for Financial Industry
Industry-leading CRM and office management system provides technology and industry trends for financial advisors RALEIGH, N.C., June 18, 2012 — Junxure (http://www.junxure.com), an industry-leading CRM practice improvement firm that integrates technology, consulting, and training, has launched its Company blog at www.junxure.com/blog. The new Junxure blog will primarily focus on topics related to the financial industry, […]
Junxure Announces New Training and Consulting Offerings
Industry-leading CRM for financial advisors now includes end-to-end implementation and training from industry professionals RALEIGH, N.C., May 14, 2012 — Junxure, a practice improvement firm that integrates technology, consulting, and training, has announced the launch of its innovative implementation and training program, Junxure Quick Start. One of two industry-focused training offerings included with the purchase […]
Junxure Announces Agreement With Advisor Group to Provide CRM Integration
Innovative technology will enable advisors to share client data between Advisor Group's VISION2020 Advisor Portal and Junxure® RALEIGH, N.C., Feb. 27, 2012 — Junxure, a practice improvement firm that integrates technology, consulting, and training, announced that it has signed an agreement with Advisor Group to provide an integration offering financial advisors the ability to synchronize […]
Junxure Announces New Practice Management Resources
Webinar series to be led by veteran advisor Elizabeth Jetton, CFP® RALEIGH, N.C., Feb. 13, 2012 — Junxure, a practice improvement firm that provides technology, consulting, and training, announced today the availability of a new series of practice management resources designed to help advisors better manage and grow their firms. Led by veteran advisor and […]
Junxure Adds Two Industry Veterans to Team
Elizabeth Jetton, CFP® and David C. "Dusty" Huxford, Jr. join practice improvement firm RALEIGH, N.C., Oct. 26, 2011 — Junxure, a practice improvement firm that integrates technology, consulting, and training, has announced that two industry veterans have joined the company. Elizabeth Jetton, CFP® and David "Dusty" Huxford will help Junxure advance its mission of giving […]
Junxure Most Widely Used CRM by Advisors
"Investment News" Survey Ranks Adoption of CRM RALEIGH, N.C., Oct. 12, 2011 — A recent Investment News survey of 897 financial advisors revealed that more of them use Junxure than any other CRM. Usage of Junxure was more than 21 percent, nearly three times that of Salesforce and more than five times that of Microsoft […]
Junxure 9 introduces enhanced security, custodial integration and more advanced features RALEIGH, N.C., Sept. 13, 2011 — Junxure, a practice improvement firm that integrates technology, training and consulting, today released Version 9 of its comprehensive CRM and practice management software. Along with other new capabilities, Junxure 9 incorporates the enhanced security features advisors need and […]
Leading CRM Developer Now Supports Advisors With Combination of Consulting, Training and Software
New Junxure Website Reflects Evolution of Business RALEIGH, N.C., Aug. 24, 2011 — Junxure has introduced a new website — http://www.junxure.com — that reflects the company's evolution from software provider to full-service practice improvement firm. Junxure clients now streamline operations and grow their practices with a combination of industry-leading software and support, robust practice management […]
Junxure Announces Cloud Strategy
Company will release Web-based CRM product for wealth advisors in 2012 RALEIGH, N.C., March 1, 2011 — Junxure announced today its strategy for delivering a Web-based CRM product to meet the needs of financial advisors. Junxure will release its cloud product, which has been several years in development, in 2012. "We've been very careful and […]
PALM BEACH, Fla., Sept. 8, 2010 — Junxure, the maker of office management software for financial advisors, has been named to the 2010 Inc. 5000, an exclusive ranking of the nation's fastest-growing private companies by Inc. magazine. With a growth rate of 189% over a three-year period, Junxure is ranked number 1523 on the overall […]
Junxure Announces New Release to Office Management Technology Platform
Version 8.7 enhancements provide deeper portfolio management integrations and advanced functionality to better manage client data, provide efficiencies and enhance advisor productivity PALM BEACH, Fla., July 28, 2010 — CRM Software, makers of Junxure, the industry's leading CRM and office management software for financial advisors, announced today the release of Junxure Version 8.7, a major […]
