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 we have worked diligently to build a customer-centric culture supporting financial advisors and providing our clients with the tools and resources they need to successfully manage their practices. From technology to exceptional customer service, training, and support, our clients have shown us a loyalty that is reflected in the numbers."
Long regarded as the standard for CRM technology for financial advisors, Junxure was recently recognized by Inc. Magazine as one of America's fastest growing companies, an honor they have held for 5 consecutive years. In addition to offering more features and integrations with custodians and practice management applications than any other CRM, the Junxure platform also includes ClientView Live, a secure, client web portal with a document vault, and Junxure Mobile, a remote add-on that gives advisors secure, live web access to their Junxure desktop. Junxure's consulting and training team of industry veterans further solidifies the company's reputation in the industry.
Added Mr. Friedman, who is also a financial advisor, "Junxure has the unique advantage of understanding technology from the advisor's point of view, and that has been key to our growth and success. We are committed to continuing to provide the most innovative products, services, and educational resources to our clients, and we are excited about the road ahead."
Meet Junxure at these upcoming events and conferences:
- Business & Wealth Management Forum, Denver, CO – Sept 13-15, 2012
- FPA Experience 2012, San Antonio, TX – Sept 29 – Oct 2, 2012
- TD Ameritrade Institutional 2012 Fall Regional Conference, Dana Point, CA – Oct. 23, 2012
- IMPACT® 2012, Chicago, IL – Nov. 11-13, 2012
For more information on Junxure, please visit www.junxure.com.
About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Greg Friedman serves as both President of Junxure, an industry-leading CRM and office management system, as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.
Contact
Greg Friedman
Junxure
415.526.2900