Press Release Headlines

Junxure Announces Major Enhancements in Next Junxure Cloud Update

Advisor CRM solutions provider also announces 60-day free trial and elimination of minimum user requirement on Junxure Cloud

RALEIGH, N.C., Oct. 27, 2014 /PRNewswire/ — Junxure (, a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced major enhancements in its upcoming update to Junxure Cloud – the comprehensive, cloud-based CRM/office management solution for advisors.

"We are proud to announce this latest release to Junxure Cloud, offering more of the integrations and features that help advisors use data in ways that maximize client service," said Greg Friedman, President of Junxure.

Building on its nearly 15-year track record of rapidly deploying product updates, this latest release comes just a few months after Junxure Cloud's general release.

"As an advisor, I understand firsthand how quickly the advisory landscape is evolving," said Friedman.  "This update is a result of our continued collaboration with advisors as well our advisory board of industry leaders who have stressed to us that change happens rapidly. Our responsibility as a CRM provider is to deliver the features and functionality that advisors need today and tomorrow."

Key features of the Junxure Cloud update will include:

  • A more seamless and centralized user experience through custodial integrations and expanded 3rd party asset imports. Custodial integrations include Schwab OpenView Gateway and TD Ameritrade Institutional's Veo®. Additional integrations in this release include popular programs MoneyGuidePro and LaserApp Anywhere. View a full list of integrations here.
  • Integrated email archiving and social media management through Cities Digital's MagniMail and MagniPost.
  • More business development features including expanded opportunity reports.
  • More options for a firm to tailor their data including user-defined custom fields.
  • An improved customer experience based on early user feedback, with enhancements to email workflow and the search tool, better data filtering, and additional reports.

"We have a very aggressive development schedule for Junxure Cloud, with several updates planned in the near future," Friedman said. "Our goal is to continue to innovate for the benefit of our customers."

Junxure also announced a 60-day free trial for prospective firms as well as the elimination of its minimum user requirement on Junxure Cloud.

"We have received many requests from advisors in smaller practices who feel Junxure Cloud would be a great fit for them," said Friedman. "To accommodate, we've removed these requirements as well as implemented a 60-day free trial for firms interested in experiencing firsthand the impact of Junxure Cloud on an advisory practice."

For more information on Junxure Cloud, visit 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