Press Release Headlines

Junxure Announces Limited Release of Junxure Cloud CRM for Financial Advisors

RALEIGH, N.C., Jan. 29, 2014 /PRNewswire/ — Junxure CRM (, 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, cloud-based CRM solution for financial advisors. Effective January 31, the initial release will allow a limited number of advisory firms to begin using Junxure Cloud with hands-on support from Junxure specialists to help migrate the firm's data as well as provide training to advisors and their teams.



"We are thrilled to announce this limited release of Junxure Cloud to advisory firms," said Greg Friedman. "Throughout the development process we received an enormous amount of valuable input from industry leaders and advisors who stressed the need for an advisor CRM solution that required no cumbersome customizations or overlays. We couldn't be more satisfied with the design, the features, and the overall user experience that Junxure Cloud provides."

Junxure Cloud Highlights:

  • Centralized data and integration. Industry-specific data fields provide ample opportunity to capture important client data. Junxure Cloud's integrations and asset imports enable advisors to store all client data in one location using just one login.
  • Client communications management. Create and track letters and emails using templates that can be used firm-wide for a consistent client experience.
  • Scalable workflow tools. Create repeatable processes through powerful workflow management tools that ensure the right person performs the right task, the right way, every time.
  • Activity tracking and corporate memory. Junxure Cloud helps keep track of which user is assigned a certain task or activity and tracks who sent an email, a letter, and who set up an appointment.

On the limited release, Friedman said, "We have strategically planned and structured the phased rollout of Junxure Cloud to a limited number of firms in a way that allows us to continue to deliver the exceptional customer experience that advisors have come to expect from us. We will continue with this phased rollout as we move forward, ensuring that each wave of new firms receives the most valuable and efficient onboarding experience with Junxure Cloud."

For more information on Junxure Cloud, log on to the Junxure website.

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