eNewsroom for: Junxure

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Junxure Company Profile

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.

News from Junxure:

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 hon…

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 –…

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 ser…

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, announc…

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 f…

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 intere…

Junxure Announces Junxure Cloud Platform Enhancements: New Business Development Tools, Deeper Integrations, Custom Client Portal and Client Data Automation

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®.…

Junxure Cloud Continues Award Season Sweep with WealthManagement.com Recognition for Best Advisor CRM

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 f…

Junxure Announces Latest Wave of Technology Innovation with ClientFirst Initiative and ClientView Portal

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 – ClientFirs…

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, independe…

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.…

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.prne…

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://photo…

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…

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 technol…

Junxure Announces Alliance with Shareholders Service Group to Offer Enhanced Benefits to Independent Advisors

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 regi…

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 financia…

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 C…

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 annou…

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 p…

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, consu…

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…

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, clo…

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.prnewswir…

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 fi…

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, cl…

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-b…

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 fir…

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 manageme…

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 ind…

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 Cl…

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&…

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 incr…

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, h…

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 innovativ…

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 ag…

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 advis…

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. El…

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 tha…

Junxure Releases Version 9

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 sof…

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…

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 devel…

Junxure Named to the Inc. 5000 List of Fastest-Growing Companies with Three-Year Sales Growth of 189%

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, Junx…

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…