Press Release Headlines

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors

RALEIGH, N.C., July 9, 2014 /PRNewswire/ — Junxure CRM (, an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

Logo – http://

Logo – http://

"We are pleased to offer Junxure Cloud to advisors who have asked us to create a scalable, industry-specific CRM solution to help boost client service, capacity and profitability," said Greg Friedman, President of Junxure.  "Junxure Cloud is the realization of extensive research and the latest technology combined with over 14 years of dedicated experience serving the financial industry."

Advisors praise Junxure Cloud for its robust features, including quick, single-sign on access to industry-specific client information and key third-party integrations, all tailored to their needs.

"Junxure Cloud's advanced features and integrations with financial planning, document management, and portfolio management systems are designed to make advisors even more productive by creating a centralized user experience," said Friedman. "As an advisor myself, I am acutely aware of the technology needs of advisory firms. Junxure Cloud addresses these needs and delivers on much more."

In addition to offering a number of tightly integrated applications in this release, Junxure Cloud has an aggressive development schedule of future partnerships.

Other key features of Junxure Cloud include:

  • 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.

Future releases are planned in the following months. Said Friedman, "We have a very aggressive product road map for both Junxure and Junxure Cloud that will continue to expand and improve with more features and functionality. We are delighted to offer our customers a choice between on-premise and cloud-based CRM solutions with the added components of consulting and training that help the advisor realize the maximum return on investment. Our products and services – like our Junxure Advisor Conference – are what differentiate us in the marketplace."

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