Press Release Headlines

Junxure Cloud Continues Award Season Sweep with Recognition for Best Advisor CRM

RALEIGH, N.C., Oct. 20, 2015 /PRNewswire/ — Junxure Cloud, the cloud-based CRM platform for financial advisors, was recently recognized as the Best CRM solution at the inaugural Industry Awards. Junxure is an industry-leading technology and CRM solutions provider for the financial services industry.

Logo –
Photo –

The Industry Awards honors outstanding achievements by companies and organizations that support financial advisor success. Thirty-seven winners were named from among 95 finalists in 10 categories. A panel of judges made up of top names in the industry determined the 2015 award winners who were judged based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.

"We are incredibly proud of the recognition Junxure Cloud has received for its design and functionality for advisors," said Greg Friedman, President and CEO of Junxure. "This award validates the hard work we've put into developing Junxure Cloud for our customers, and gives us added momentum to continue what we've started."

Junxure Cloud was designed for an advisor's individual workflow and processes, from onboarding to tracking contacts for marketing and compliance purposes. The system has deep custodial integrations and adapts to an advisor's way of working.

"Technology never stays still, and with Junxure Cloud we have created a unique platform that gives advisory firms the flexibility of an industry-specific CRM that scales along with the growth of the firm," Friedman said. "Junxure Cloud's multiple releases over the past 12 months show a continuous enhancement process, delivering unparalleled responsiveness to client suggestions, industry integrations, and innovative features."

The award caps off an awards season sweep for Junxure Cloud, which was also recognized with the XCelent Award for Best Technology for a Vertical CRM, the Most Promising Workflow Management Solution by CIO Review, and the Best Automated Workflow Improvement by Orion's FUSE.  In addition, InvestmentNews recently recognized Private Ocean, Friedman's wealth management firm based in the Bay Area, with its Best Practices Award for Best Overall Use of Technology.  Private Ocean uses Junxure as its CRM platform.

"What makes Junxure Cloud unique is that we are able to test out every innovation in CRM technology in a real-world environment like Private Ocean," Friedman continued. "We are then able to enhance, improve, and share the successes that we experience with our Junxure Cloud customers."

Considered the industry standard for CRM technology, Junxure serves 12,000 active users across 1,500 firms on their two CRM platforms – Junxure® and Junxure Cloud®.

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 12,000 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