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Junxure is the award-winning and flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL with operations in the heart of the “Research Triangle” in Raleigh, NC, New York City, Ohio, and California. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses.
Designed and built by financial advisors for financial advisors, Junxure’s powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that Advisors can continue to provide the highest level of client service while increasing productivity and profitability.
CRM Software was launched in the late 1990’s by two pioneers in the fields of personal financial planning and software development. After trying virtually every product available to help handle the effects of growth on his successful financial planning practice, Gregory Friedman, MS, CFP® and Principal of Friedman & Associates joined with Ken Golding of Ken Golding Software to develop a software solution to the firm's problems.
- How do I get a handle on all client activity?
- How can I make my office more efficient and reduce the need for additional staff?
- Where can I get help with compliance?
- Is it possible to provide a much higher level of service and communication to clients without increasing firm costs?
- How can my staff get access to information about the firm's makeup to help better run the firm?
Recognized as the industry standard, Junxure has become the leading CRM solution for financial advisors. In the Fall of 2007, Schwab Institutional, the leading custodian for investment advisors adopted Junxure as its CRM solution for its Portfolio Center suite of products.
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We invite you to learn more about Junxure and what it can do for your business. Take a free online demo today
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