Press Release Headlines

Junxure To Launch Junxure Cloud, All New CRM For Advisors

RALEIGH, N.C., Nov. 12, 2012 /PRNewswire/ — Junxure (, an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the upcoming launch of its all-new, hosted CRM solution, Junxure Cloud™, for financial advisory firms beginning in early 2013.

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The first release of Junxure Cloud will provide a broad set of CRM capabilities geared specifically toward financial advisors. Subsequent releases over the course of the year will further expand on these capabilities, making Junxure Cloud the most robust cloud-CRM application available in the advisor marketplace.

"We are committed to being the industry standard in everything that we do, and Junxure Cloud plays a vital role in continuing that tradition," said Junxure Co-Founder and President Greg Friedman. "With the growing demand for cloud-based technology, we will present Junxure Cloud as a clear choice for firms who want a CRM solution specifically designed for their needs."

Junxure Cloud combines the most advanced technology with the expertise of Junxure's team – a core differentiator in the marketplace – and focuses on easy data entry, streamlined workflow, and best practices for delivering consistently high-level client service.

"In developing Junxure Cloud, we've taken into account our own real-world experience as financial professionals to design a CRM solution for advisors," continued Mr. Friedman. "In addition to our continued enhancements to Junxure CRM, our evolution to the cloud is a natural next step in continuing to provide advisors with the technology and support to help them grow their firms."

Junxure is attending Charles Schwab's IMPACT®2012, where visitors can watch a demo of Junxure Cloud. To learn more about Junxure Cloud, log on to

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 10,000 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