AdvisorEngine Acquires Junxure and Raises Additional Growth Capital

January 2, 2018

Combination enables financial advisors to incorporate smart automation across investment and business processes - regardless of CRM provider read>

Junxure Founder Named to InvestmentNews' 2017 Icons and Innovators List

December 19, 2017

InvestmentNews names Greg Friedman to its 2017 class of Icons & Innovators, honoring visionaries who have shaped and transformed the financial advice profession. read>

Junxure Wins Award for Top CRM

October 13, 2017

Junxure Cloud wins big for its continuing work to create and expand integrations with leading platforms serving advisors, specifically TD Ameritrade Institutional. read>

Junxure Announces Release of Junxure Cloud Version 4.0

October 5, 2017

Streamlined navigation and expanded reporting capabilities take center stage in latest update. read>

Junxure Customer Excellence Awards 2017 Winners Announced

September 29, 2017

Winners unveiled at opening ceremony of the 2017 Junxure Advisor Conference in Las Vegas. read>

Junxure to Honor Users at Inaugural Awards Ceremony

May 24, 2017

New awards program will recognize advisors achieving success with Junxure solutions. Winners will be announced at a ceremony during the 2017 Junxure Advisor Conference this September 28-29 in Las Vegas. read>

Junxure Expands Leadership Team, Adds Timothy Betts as Chief Information Officer

March 22, 2017

As CIO, Betts will be responsible for leading and supporting Junxure’s software development initiatives as it achieves its next phase of growth.  read>

Junxure Announces 5th Annual Advisor Conference in Las Vegas

February 8, 2017

The 5th annual event will bring together the advisor community to learn about new technology solutions, discover best practices, and network with their peers. read>

Junxure, Riskalyze Announce Integration

November 3, 2016

Junxure Cloud has partnered with Riskalyze, the industry-leading risk alignment platform and inventor of the Risk Number®, to integrate the two popular systems. read>

Junxure Named Double Finalist for CRM and Thought Leadership Awards by

July 26, 2016

Junxure selected as a finalist in the categories of CRM and Thought Leadership for the 2016 Industry Awards. read>

Joel Bruckenstein, CFP® Announced as Keynote Speaker at 2016 Junxure Advisor Conference

July 13, 2016

Joel Bruckenstein to join keynote speakers Thomas Giachetti and Philip Palaveev at the fourth annual Junxure Advisor Conference in Denver. read>

Junxure Cloud Expands Integration with TD Ameritrade Institutional's Veo®

June 13, 2016

Junxure Cloud delivers a more meaningful integration with TD that expands its deep data sharing and single sign-on capabilities to now include workflow automation. read>

Junxure Cloud Passes 2,000 User Milestone

April 5, 2016

Award Winning, Advisor-Specific CRM Platform Experiencing Fast Growth and Wide Industry Adoption by Advisors, Custodians and Technology Partners. read>

Junxure Announces 2016 Conference for Financial Advisory Firms

March 14, 2016

Junxure President Greg Friedman today announced the fourth annual Junxure Advisor Conference to be held at the Grand Hyatt Hotel in Denver on September 29-30, 2016. read>

NAIFA Selects Junxure as a Partner CRM Provider for Its 43,000 Members

February 29, 2016

Junxure announces its partnership with the National Association of Insurance and Financial Advisors (NAIFA). read>

Junxure Cloud Platform Enhancements Announced at T3 Advisor Conference

February 10, 2016

Junxure Cloud is expanding with more prospecting and business development tools, deeper integrations, a client portal, and client data automation features. read>

Junxure Cloud Continues Awards Sweep with Recognition

October 20, 2015

Junxure Cloud was recently recognized as the best CRM solution for advisors. read>

Junxure Announces Latest Technology Innovation with ClientFirst and ClientView

October 8, 2015

Junxure unveils latest technology at the 2015 Junxure Advisor Conference. read>

Wiley to Publish Advisory Leadership, Greg Friedman's Debut Publication

September 21, 2015

Friedman's book on leadership and culture to be unveiled at the upcoming Junxure Advisor Conference. read>

Junxure Expands Conference with Speakers and Sessions

September 14, 2015

Junxure announced the expansion of its third annual conference with notable speakers and sessions. read>

Junxure Cloud Recognized with XCelent Award for Best Tech

August 24, 2015

Junxure Cloud was recently recognized by Celent with its XCelent award for best technology for vertical CRM systems. read>

Junxure Cloud Offers Integrated e-Learning Guide

August 3, 2015

Junxure drives CRM adoption with eXpert, its new integrated e-learning guide for Junxure Cloud. read>

Latest Junxure Cloud Enhancements Announced

July 20, 2015

Junxure Cloud unveils its aggressive development roadmap. read>

Junxure Named Top Workflow Management Solution

July 7, 2015

CIO Review magazine selects 20 solutions from a pool of 500 providers. read>

Junxure Announces Alliance with Shareholders Service Group

April 21, 2015

Strategic alliance furthers shared commitment to supporting RIAs. read>

Junxure Announces 2015 Junxure Advisor Conference

April 6, 2015

Third annual conference in October adds complimentary pre-sessions. read>

Junxure Cloud Surpasses 1,000 Users

March 23, 2015

Key milestone reached in its first year of release. read>

Key cloud platform enhancements

February 12, 2015

Junxure Cloud 2.0 offers powerful capabilities and features. read >

Trends from 2014 customer technology survey

December 15, 2014

Customer technology survey results were compiled from the responses of 210 advisory firms who currently use Junxure or Junxure Cloud. read >

Expanded relationship with Advent

December 1, 2014

Advent’s Black Diamond℠ wealth management platform now offers an integrated experience with Junxure Cloud. read >

Junxure Cloud updated

October 27, 2014

Building on a nearly 15-year track record of rapidly deploying product updates, this latest release comes just a few months after Junxure Cloud’s general release. read >

Junxure announces major initiatives at sold out conference

September 15, 2014

Record attendance at 2nd annual conference boosted by sales of Junxure Cloud. read >

Junxure Cloud in wide release

July 9, 2014

The cloud CRM solution for advisors is now available. read >

Junxure conference expands

May 27, 2014

Junxure Conference 2014 expands attendee limit and includes additional speakers and sponsors. read >

Friedman announces Junxure conference

February 24, 2014

Junxure will hold second annual advisor conference in Las Vegas this fall. read >

Junxure announces limited release of Junxure Cloud 

January 29, 2014

Junxure announces limited release of Junxure Cloud, the company's cloud-based CRM solution for financial advisors. read >

Junxure announces live online previews of Junxure Cloud

June 5, 2013

Junxure announces dates for live preview demos of upcoming cloud-based CRM solution. read >

Junxure expands executive ranks

April 29, 2013

Junxure announces addition of industry veteran Bill Banks as EVP and elevation of John Shangler to EVP. read >

Schwab OpenView Gateway enhancements and Envestnet® integration

March 20, 2013

Junxure's latest release - version 9.5 - enhances user experience, promotes workflow management and extends business development support. read >

Greg Friedman announces first Junxure Advisor Conference

January 15, 2013

To be held September 16-17, 2013, the first Junxure conference brings together the leaders of the advisor community to help firms leverage technology toward growth and profitability. read >

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