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Junxure Announces Several Major Initiatives at Sold Out Advisor Conference

Submitted by Technology Tools for Today on September 16th, 2014


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.

A record number of attendees and sponsors have gathered at the second annual Junxure Advisor Conference to learn from industry experts, enhance their usage of the Junxure platform, and network with peers from across the industry.

“We are extremely pleased with the reception we have had with the conference,” said Greg Friedman, CEO of Junxure. “For the second year in a row we have hit capacity and have more than doubled the number of exhibitors.”

With over 11,000 individual users from over 1,400 RIA firms, Junxure is a leader in the RIA industry for CRM and office management technology. Continuing that leadership position, Junxure’s newest product, Junxure Cloud®, is experiencing strong sales in only its second month in general release. “In just the first 6 weeks, we have over 80 firms and almost 500 users on the Junxure Cloud, with a strong pipeline of demand,” said Friedman.

As technology integration continues to be a top requirement for advisors, Junxure will announce the planned agreement in support of an upcoming asset import integration between Junxure Cloud and Pershing’s NetX360®, which, once implemented, will reduce the time advisors spend on data entry, provide firms with a more centralized user experience, and offer a more comprehensive client profile in one interface.

As the keynote speaker, Mark Tibergien, CEO and Managing Director of Pershing Advisor Solutions will discuss the key industry issues facing advisors today, with an emphasis on how technology can play a key role in the continued health and growth of RIAs.

“I’ve known Greg for many years and have always been impressed with the solutions he has developed to help advisors run their businesses efficiently and serve their clients effectively,” said Mark Tibergien. “Once finalized, the combination of Junxure technology and NetX360 will provide advisors who use Pershing for custody access to a true best of class platform.”

Junxure will also announce at the conference the upcoming release of its new learning management system which will be available to customers in 2015.

Firms can expect:

  • More easily accessible, on-demand resources based on a user’s role in the firm
  • An intuitive, interactive interface that encourages self-directed learning and gives users immediate confirmation of what they’ve learned
  • Reporting capability that allows managers at the firm to track the learning progress of users

More information on the new learning management system will be available in the coming months.

General attendance for the Junxure Advisor Conference is sold out. For more information on Junxure, visit the Junxure website.

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 11,000 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 www.junxure.com.

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