Press Release Headlines

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 methodical to develop a Web product that truly meets the needs of advisors," said Junxure president Greg Friedman. "Our Web product will seamlessly combine the essentials of Junxure with the inherent benefits of the cloud. It also will align with our reputation for great products, great service, and our knowledge of the challenges faced in running a wealth management business."

With the release of its Web product, Junxure will offer financial professionals a choice between Web-based and on-premise (desktop) options. The company will continue to support, develop and enhance its Junxure desktop application, currently used by more than 9000 financial professionals.

According to Friedman, the first release of the Junxure Web product "includes critical features that advisors need to deliver great client service and run efficient businesses. Of course it will also come with the incredible service and support that existing Junxure users currently experience."

About Junxure

Established in 2001, Junxure ( creates an industry-leading firm management software suite designed to help advisors strengthen client relationships, streamline operations and achieve profitable growth. The company's approach to product development and customer service is distinguished by the fact that its founder and president continues to serve as president of a highly regarded California wealth management firm. In October 2010, Junxure was one of three firms selected by Charles Schwab® to be part of Schwab Intelligent Integration™, along with Salesforce and Microsoft®.

Greg Friedman, MS, CFP®

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