Press Release Headlines

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 (, 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 levels of technology integration, a custom client portal, and client data automation features.

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"The impact of the 'robo effect' on advisors means more on-demand expectations, and we are committed to innovating not only for our customers but for their clients as well," said Greg Friedman, President and CEO of Junxure. "That's the concept behind ClientFirst and the driving force for these enhancements."

Highlights include:

  • Dashboard Builder. Choose and track key performance metrics based on an individual firm's goals.
  • Customized Reports. New report builder gives firms the ability to create highly customized, ad hoc reports.
  • Client Service Monitor. An automated "safety net" feature that ensures firm commitments to clients are kept and all tasks are completed.
  • ClientView. Firm-customized client portal that provides wealth reporting, document management and digital services and integrates with Junxure Cloud and many existing portfolio management systems.

Future development for Junxure Cloud expected in 2016 includes a mobile solution as well as deeper integrations with TD Ameritrade Institutional's VEO, Orion Connect, Advent, Hubspot, Sharefile, and Laserfiche among others. For a full list of current and upcoming integrations, log on to

"With a powerful CRM at the center of an advisor's business, we combine ground-breaking, actionable features with meaningful integrations across best-in-breed platforms in portfolio management, document management, and financial planning," said Friedman. "The result is an optimized business experience that doesn't sacrifice a firm's service model or limit their technology."

Visit or follow Junxure at for more information.

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, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure 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

Greg Friedman