Junxure

External IT & Junxure Announce Partnership to Deliver a CRM Solution on a Fully Integrated Cloud Platform Tailored For Financial


External IT, a cloud-based IT outsourcing firm that focuses on RIAs and Broker Dealers, and Junxure, an industry-leading provider of CRM technology and office management solutions for financial advisors, today announced a partnership focused on better servicing financial advisors by integrating their IT architecture and all of their business applications on one easy-to-access cloud based platform. Junxure is the first industry application provider to take advantage of this and espond to the growing need to enhance the value that financial applications deliver to advisors.

Orion and Junxure Partner to Create Fully Integrated CRM/Portfolio Management Platform


Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion’s Portfolio Accounting Suite Through Junxure Cloud

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management (“CRM”) solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud, Junxure’s new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

Junxure Announces Wide Release of Junxure Cloud CRM for Financial 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 general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

Junxure Advisor Conference Adds Additional Speakers and Sponsors; Expands Attendee Limit


Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the addition of speakers and sponsors to the Junxure Advisor Conference in Las Vegas this September 15-16, 2014.

Keynote speakers include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP®, chairwoman of the investment firm Evensky & Katz. Additional speakers include Tim Welsh CFP®, President at Nexus Strategy, LLC and representatives from Laserfiche® who will host a session on the Junxure integration with Laserfiche Document Management. A full list of conference speakers and sponsors are available on the Junxure.com website.

Junxure Announces Live Online Previews of Junxure Cloud CRM for Financial Advisors

Junxure, an industry-leading CRM solutions provider and practice improvement firm for financial advisors (www.junxure.com), today announced that June 11 will mark the official marketing launch for Junxure Cloud™, the Company’s cloud-based CRM solution for financial advisors, and kick off a series of live preview demos of Junxure C

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