Press Release Headlines

Junxure Cloud Passes 2,000 User Milestone

Award Winning, Advisor-Specific CRM Platform Experiencing Fast Growth and Wide Industry Adoption by Advisors, Custodians and Technology Partners

RALEIGH, N.C., April 5, 2016 /PRNewswire/ — Junxure, the industry leading CRM solutions and technology firm for financial advisors, announced today that its flagship Junxure Cloud platform now has over 2,000 users.

Photo –

Logo –

Formally launched just over one year ago, Junxure Cloud is now the operational, service and business development hub at 350 advisory firms representing a combined 2,000 users, an impressive growth rate for a new advisor technology software platform.

"We are extremely pleased and excited with the industry's reception to Junxure Cloud," said Greg Friedman, President and CEO of Junxure. "We have invested aggressively in the workflows, integrations and functionality of Junxure Cloud to make it the go-to Cloud-based CRM in the industry."

Junxure Cloud has been widely recognized in the industry for its innovation and usability, winning multiple industry awards, including the prestigious Industry Award for the best CRM solution.

"Advisors tell us every day that they are frustrated with the limited and basic functionality of other cloud CRM systems or the problems and expense they have with the general business CRMs that require costly customizations and overlays just to make them work for their business," noted Friedman.

Junxure Cloud recently rolled out multiple new enhancements to the platform, including new business development tools, deeper integrations with custodians and technology partners, as well as the launch of a new client portal.

Advisors across the industry are expressing their satisfaction with Junxure Cloud, which is leading to a 95% retention rate. "Junxure Cloud has been what we envisioned our CRM to be and will be what we need as we continue to grow," said Chris Vasquez of Lucien, Stirling & Gray Advisory Group, Inc.

"We had a very detailed list of requirements for what we needed and Junxure Cloud met them all, including being purpose-built for an advisor's business as well as having workflow tools that actually worked," said Tania Kaarvand of Seneschal Advisors.

"We will continue to invest to make Junxure Cloud even more valuable to advisors, with some exciting new developments on our product roadmap that will be available in the coming months," Friedman said.

To learn more about how Junxure Cloud is transforming the advisor CRM space, visit

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 95%. 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


Media Contact:
Greg Friedman