Junxure

​Junxure, an industry-leading CRM solutions and technology firm for financial advisors, today announced at the T3 Advisor Conference in Ft. Lauderdale its latest enhancements to its cloud-based CRM platform, Junxure Cloud®. 

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Fresh off its industry recognition by wealthmanagemment.com for best CRM for Junxure Cloud, Junxure, a CRM solutions provider for financial advisors, today unveiled at the Junxure Advisor Conference its latest technology initiative – ClientFirst, set to debut in 2016.

“ClientFirst is a comprehensive suite of client engagement and efficiency tools within Junxure Cloud that help firms deliver targeted, segmented client service,” said Greg Friedman, President and Co-founder of Junxure. “By automating workflow, advisors can combat ‘robo’ platforms while focusing on deepening client relationships.”

Junxure, an industry-leading CRM solutions provider for financial advisors, was recently recognized with the XCelent Award for Best Technology for a Vertical CRM for its cloud-based CRM platform, Junxure Cloud®.

Celent, a research and consulting firm focused on the application of information technology in the global financial services industry, conducted a study beginning in February 2015 on the North American CRM market for wealth management. Focusing on technology vendors that offered stand-alone solutions that serviced the advisor and relationship manager market, their report identifies major trends, CRM technology and functionalities, and client preferences by examining the leading vendors in the market. Detailed profiles of each vendor as well as comparisons and rankings are provided.

Junxure, an industry-leading CRM solutions and practice management company for financial advisors, today unveiled its aggressive development roadmap for Junxure Cloud, its web-based CRM platform for the financial services industry.

Releasing high impact updates on a regular schedule, Junxure Cloud has expanded its initial feature set to include more advanced workflow tools, business development metrics, enhanced client communication features, and deeper 3rd party integrations with custodians and portfolio management applications. Junxure Cloud’s unique architecture and application program interface (API) have been integral to increasing the platform’s development schedule.

Junxure (www.junxure.com), an industry-leading CRM solutions and practice management company for financial advisors, was recently named a “Most Promising Workflow Management Solution Provider” by CIO Review magazine, a top technology and information systems publication.

CIO Review’s research team analyzed over 500 workflow management solutions providers and selected 20 technology firms that delivered the most ground-breaking solutions for streamlining day-to-day operations and increasing overall efficiency. Junxure was selected for the innovative methodology of its built-in, customizable workflows in both Junxure® CRM on-premise and Junxure Cloud® CRM.

Junxure (www.junxure.com), an industry-leading CRM solutions firm for financial advisors, today announced its strategic alliance with Shareholders Service Group (SSG), which provides high-quality, dedicated services for independent registered investment  advisors.

Junxure announced that Junxure Cloud recently surpassed 1,000 users on its comprehensive, cloud-based CRM platform for advisors.

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the expansion of its relationship with Advent Software, a leading provider of software and services for the global investment management industry. Beginning in October, Advent’s Black Diamond℠ wealth management platform will offer an integrated experience with Junxure Cloud, Junxure’s cloud-based CRM/office management solution.

Record Attendance at Second Annual Conference Boosted by Sales on Junxure Cloud

Junxure (www.junxure.com), the RIA industry’s leading CRM and office management technology platform, will announce today at its second annual Advisor Conference at the Four Seasons Hotel in Las Vegas, NV, several major initiatives and results that show a growing momentum in the financial advisory industry.