Press Release Headlines

Junxure Announces New Training and Consulting Offerings

Industry-leading CRM for financial advisors now includes end-to-end implementation and training from industry professionals

RALEIGH, N.C., May 14, 2012 — Junxure, a practice improvement firm that integrates technology, consulting, and training, has announced the launch of its innovative implementation and training program, Junxure Quick Start. One of two industry-focused training offerings included with the purchase of Junxure, Junxure Quick Start combines technical expertise and industry best practices to guide new firms from installation through company-wide adoption.

"We take pride in understanding a financial advisor's specific needs for technology," said Junxure co-founder and president Greg Friedman. "As an advisor myself, I also know that choosing the right software is only the first step toward increasing productivity and profits. Junxure Quick Start helps our clients use Junxure to its maximum potential."

Led by implementation specialists and Junxure consultants and trainers, new users of Junxure learn over the course of 9-10 weeks to use the program's robust features as well as how to use workflows, classifiers and other factors that can streamline processes and procedures and elevate client service. The Junxure staff – including former advisors and financial professionals with years of expertise – is well-versed in industry best practices and have extensive experience using Junxure in a real-world setting.

In addition to Junxure Quick Start, new users of Junxure also have the option to select Junxure Basics Training, a 60-day program that teaches the core features of Junxure through 10 live web training sessions. All live sessions are recorded and available to users for 30 days.

"We are thrilled to offer our clients the flexibility to choose one of our two training offerings – Junxure Quick Start and Junxure Basics Training – as part of their introduction to Junxure," said Greg Friedman. "Our research has shown that those firms who invest the time and effort up front when deploying Junxure in their firms become top power users and the launch of these new start-up training services will make that an even easier process."'

For more information on Junxure Quick Start and Junxure Basics Training, log on to

About Junxure

Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP(R), a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Friedman is both Junxure president and 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 Greg's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, log on to


Greg Friedman

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