Press Release Headlines

Junxure Most Widely Used CRM by Advisors

"Investment News" Survey Ranks Adoption of CRM

RALEIGH, N.C., Oct. 12, 2011 — A recent Investment News survey of 897 financial advisors revealed that more of them use Junxure than any other CRM. Usage of Junxure was more than 21 percent, nearly three times that of Salesforce and more than five times that of Microsoft Dynamics.

"This survey shows that advisors appreciate our point of difference," said Junxure president Greg Friedman, who is also president of West Coast wealth management firm Private Ocean. "Our primary frame of reference is the real situations advisors find themselves in every day. Clearly, this translates into meaningful performance benefits."

Junxure CRM software is one of three elements that make up the company's integrated practice-improvement offering. The other two are in-depth practice management consulting and intensive training programs.

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, 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. Junxure is one of three firms selected by Charles Schwab® to be part of Schwab Intelligent Integration™, together with Salesforce and Microsoft®. Nationwide, more than 9000 people use Junxure services and software.

Contact: Greg Friedman

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