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

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

Submitted by Technology Tools for Today on August 21st, 2014


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.

“There are several technology trends driving the RIA industry today,” said Sam Attias, Vice President of the financial services practice at External IT. “Integration of the business model, mobility, and security and compliance are predominant. External IT’s Cloud Desktop solution and platform specifically addresses all of these needs for financial advisors, and Junxure is a great example of an application that leverages our technology to enhance the end user’s experience and productivity. The market is demanding that all applications and components of an RIA’s business model be fully integrated.”

External IT has been delivering cloud-based solutions since 2001. Today the company can host, manage and support over 2,000 different lines of business applications on its open architecture platform. Additionally, many External IT clients are using Junxure, and this partnership helps both firms address all of these trends for their mutual clients, as well as enhance the level of service and support provided to clients using the application.

Benefits for Clients of External IT using Junxure:

  • No on-site servers. Junxure, along with all other applications and data, reside securely in the cloud
  • Single Sign On. One password to access all applications, including Junxure
  • Total Mobility. Work anywhere. Access files, Junxure or any other application from any laptop, tablet, or phone.
  • Industry compliance security. Junxure is part of each client’s fully managed IT environment hosted by External IT
  • One-stop end user support. A single phone number to External IT for all application, IT, and network support
  • It’s all integrated. Junxure interacts with other applications on a unified platform that includes all of the advisor’s applications and data, a hosted central file repository, and integrated plug-ins to other applications

“This is a great solution for our Junxure customers that wish to have Junxure and other key applications hosted by a quality company,” said Greg Friedman, CEO of Junxure. “We are pleased to add External IT as a Cloud Desktop partner.”

External IT will attend and sponsor the upcoming second annual Junxure Advisor Conference in Las Vegas on September 15-16. “We look forward to spending time with Junxure’s team and client base to communicate these extraordinary developments and capabilities,” says Attias.

To watch how Junxure works on External IT’s platform, please click on this video link: http://www.externalit.com/junxure-external-partners

About External IT
External IT is a leading provider of unified cloud computing solutions to Financial Services Clients including RIAs and Broker Dealers. The company’s cloud-based solution is delivered via its unique OS33 cloud desktop platform, which provides all of a user’s applications and data simply in one place. The company offers integrated managed services that provide everything from end user helpdesk to data migrations, nationwide on-site assistance, and remote management of  clients’ networks. Founded in 2000, External IT has been delivering IT services for nearly 15 years and is a recognized innovator and pioneer in the cloud computing space. For more information, visit www.externalit.com.

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 experiences running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.

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