| 3/2011 |
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Are We There Yet?
Ed McCarthy discusses the problem of data integration for financial advisors and how things are improving. |
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| 3/2011 |
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Tech Trends
Bob Veres discusses upcoming technology trends from the 2011 T3 conference, including more dimensions of software integration, dramatically easier-to-use interfaces, and the use of mobile devices for business. |
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| 3/2011 |
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Advisor CRM Junxure To Be Available in Web Version in 2012
Greg Friedman says the firm will offer, and continue to develop, both desktop and cloud versions of its software. |
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| 2/2011 |
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Junxure Announces Cloud Strategy
Junxure announces details of strategy to deliver a "cloud-based" version of Junxure in 2012.
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10/2010 |
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10/2010 |
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10/2010 |
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07/2010 |
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03/2010 |
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03/2010 |
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12/2009 |
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09/2009 |
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09/2009 |
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Effectiveness Test
Junxure's Diagnostic Tool may become ". . .the help function of the future for business software."
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06/2009 |
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Sci Fi CRM
Connect with your client database from a Smartphone? Bob Veres and Ken Golding, of CRM Software, discuss how this reality is not that far off as a new add-on called Junxure Mobile will be released in an upcoming version of Junxure.
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05/2009 |
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Game Changer: IA 25 for 2009
Greg Friedman, MS, CFP® recognized
in the annual subjective list of the most influential people in and around the independent advice business.
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05/2009 |
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CRM Upgrades ClientView
Joel Bruckenstein discusses how the new ClientView Live has managed to retain what was good in the previous version, while adding functionality.
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05/2009 |
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Technophobe No More
Bob Veres discusses how technological innovations have improved in ease of use and are worth incorporting into your office routine to enhance productivity.
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03/2009 |
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03/2009 |
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Silencing the Echo Chamber
Bob Veres provides an overview of comments from the Keynote Speakers,
including Greg Friedman,MS, CFP®, at the
Technology Tools for Today Conference.
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02/2009 |
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01/2009 |
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10/2008 |
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Coming Attractions from CRM Solutions
Joel Bruckenstein's interview with Greg Friedman, MS, CFP® about new products and services from Junxure: Junxure Solutions Group and ClientView Live.
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09/2008 |
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05/2008 |
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"IA 25" Annual Subjective Listing of the 25 Most Influential People In and Around the Investment Advisory Universe.
Greg Friedman, MS, CFP® is recognized by leading industry publication for the wealth management industry.
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02/2008 |
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Bringing a Little "TOM" Into Your Life
Bob Veres discusses how Total Office Management (TOM) can change an advisors' life.
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10/2007 |
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Schwab Institutional Announces Winners of 2007 Impact Awards(R)
Congratulations to Greg Friedman, MS, CFP®, President of CRM Software, for winning the Charles Schwab Best-in-Tech award!
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| 10/2007 |
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LaserFische Creates Integration with Junxure
Laserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announce the integratration of their respective applications, providing a means of improved efficiency to advisors by giving users of Junxure one-click access to Laserfiche documents |
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| 09/2007 |
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Web... Everything
Inside Information spotlights ClientView Live, the latest product from CRM Software. |
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| 06/2007 |
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Schwab Performance Technologies®, a subsidiary of The Charles Schwab Corporation and a provider of portfolio management and accounting solutions to financial advisors, forges a partnership with Junxure, a leading provider of customer relationship solutions for financial advisors.
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06/2007 |
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Advisors to Transition to Junxure
Schwab Performance Technologies® forms a new relationship with Junxure.
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| 06/2007 |
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Technology Round Table
A comprehensive, all-in-one technology solution is seen by many as the Holy Grail of the advisory business. |
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| 06/2007 |
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| 04/2007 |
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Advisors to Transition to Junxure
Joel Bruckenstein provides a first look at Junxure version 7.0. |
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| 04/2007 |
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Solid Software Citizens
Bob Veres discusses Your Silver Bullet, a new group of software vendors dedicated to connectivity and cross-program functionality. |
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03/2007 |
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Various Articles
David Drucker discusses Junxure's integration with CEO Image and features interviews with several Junxure users. |
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| 02/2007 |
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Best Management Practices of Independent Investment Advisory Firms: The Path to Profitable Growth
Friedman & Associates is named among the best managed firms in Schwab Industry Report. |
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| 02/2007 |
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The Personal Touch
David Lawrence discusses maintaining efficiencies and the personal relationship with your clients. |
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01/2007 |
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Big Benefits for Little Firms
Bob Veres uses CRM Software and Friedman & Associates as examples in a report on employee benefits. |
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11/2006 |
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All-in-One Software...
David Drucker addresses all-in-one software for financial planners in this Morningstar article. |
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| 11/2006 |
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On the Virtual Road Again...
David Drucker discusses a Junxure user who provides a unique service to his clients. |
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| 03/2006 |
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Virtual Office News
David Drucker writes about Junxure from a user's perspective. |
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| 11/2005 |
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Technology Strategy An Investment in Your Business
Greg Friedman, MS, CFP® discusses the importance of technology in financial planning. |
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07/2005 |
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TechTalk: Top Ten Technologies for Financial Planning Firms
Greg Friedman, MS, CFP® spells out the top ten technologies that have had the greatest impact on the success of his practice. |
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| 03/2004 |
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TechTalk: Do You Need an IT Consultant... or a Different One? |
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| 01/2004 |
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Junxure's Upgrades Are Subtle but Worthwhile
Joel Bruckenstein's review of the version 3.0 upgrade. |
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| 01/2003 |
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Maria Trombly discusses the importance of Customer Relationship Management systems and reviews several options for advisors, including Junxure.
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| 11/2003 |
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Andrew Gluck interviews Kevin Day in this article, CRM and the Paperless Office, discussing the benefits of integrating these functions and how Junxure can help.
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11/2003 |
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Greg Friedman, MS, CFP® discusses security issues.
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| 07/2003 |
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A rare glimpse into one of the great minds behind Junxure - Greg Friedman, MS, CFP®, President of Friedman & Associates and Partner in CRM Software Inc.
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03/2003 |
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Greg Friedman, MS, CFP® writes about practice management.
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| 10/2002 |
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Greg Friedman, MS, CFP® writes a survival guide for advisors. |
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| 08/2002 |
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| 06/2002 |
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Financial Advisor Magazine announced the split between CRM Software and Schwab. |
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| 06/2002 |
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Greg Friedman, MS, CFP® discusses additional methods that you can use to select and implement appropriate software.
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05/2002 |
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Ed McCarthy discusses retirement planning issues. |
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| 04/2002 |
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Joel Bruckenstein discusses the new agreement between CRM Software inc. and Schwab. Here Joel describes how this is a win-win solution, allowing independent advisors to still use this great software.
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| 02/2002 |
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Greg Friedman discusses one of the most daunting challenges facing financial planning firms. That is the evaluation, selection and use of technology. |
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| --/2002 |
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Schwab Market Knowledge Tools discusses the Best Management Practices of Independent Advisory Firms, and Friedman & Associates is among an elite group of 20 firms included.
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| 09/2001 |
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Nancy Opiela discusses options for growing your business, including the philosophy and experience of Greg Friedman, MS, CFP®. |
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| 10/2000 |
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Joel Bruckenstein discusses Junxure and it can help you in your practice. |
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| 03/2000 |
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Ed McCarthy continues the discussion of the data integration problem (see the Data Dilemma article) in the follow up article " TechTalk: Carpe Datum, Part II." |
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| 01/2000 |
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Ed McCarthy discusses some issues with Monte Carlo simulation for financial planners. |
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| 02/1999 |
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| 06/1998 |
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Ed McCarthy discusses the Data Dilemma, and how it affects your business.
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