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Junxure Announces Latest Enhancements and Development Roadmap for Junxure Cloud

RALEIGH, N.C., July 20, 2015 /PRNewswire/ — Junxure (, 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.

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Releasing high impact updates on a regular schedule, Junxure Cloud has expanded its initial feature set to include more advanced workflow tools, business development metrics, enhanced client communication features, and deeper 3rd party integrations with custodians and portfolio management applications. Junxure Cloud's unique architecture and application program interface (API) have been integral to increasing the platform's development schedule.

"Our immediate goal with Junxure Cloud was two-fold," said Greg Friedman, President of Junxure. "We wanted to deliver a purpose-built CRM platform while also laying the technology groundwork that truly harnessed a firm's data, making it both accessible and 'actionable.' We are now seeing the results of that early development with these rapid releases and integrations."

In the past several months, Junxure Cloud has released integrations with Pershing, LLC's NetX360®, Tamarac-Envestnet Advisor Xi, Morningstar, Worldox, among others. A full list of Junxure Cloud integrations is available online. Additional features have begun to enable firms to "act" upon their data, including customizable reports and centralized contact interfaces.

"As we continue to enhance Junxure Cloud, we are focused on four major initiatives," said Friedman. "These are to continue to expand on features that promote higher client service levels, foster firm-wide technology adoption, increase firm efficiency, and centralize a firm's operations through their CRM platform."

Combining leading technology, analytics, and industry expertise, Junxure is poised to deliver the next generation of integrated technology for advisors, with Junxure Cloud CRM at the axis.

"Imagine a CRM that goes beyond storing data and creates actionable plans for business development and profitability," said Friedman. "Junxure Cloud is that all-in-one platform that centralizes the business experience, empowering advisors to focus more on developing client relationships and less time worrying about technology."

For more information, visit or follow Junxure at

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 11,000 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