Date |
Image |
Title |
Summary |
Author |
03/2010 |
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Greg Friedman, MS, CFP® and Ken Golding discuss how the benefits of “the cloud” are not without costs. |
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03/2010 |
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Kahler Financial Group invests in Junxure to run a smoother operation with a smaller staff. |
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12/2009 |
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“The latest version of Junxure, a client relationship management (CRM) program from CRM Software, comes with enhancements to help you manage your business more effectively and identify opportunities for growth.” |
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09/2009 |
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“Version 8 of Junxure customer relationship management software and Junxure Mobile, a separate product that will provide advisers on-the-go access to their CRM database, are slated to be released soon.” |
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09/2009 |
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Bob Veres discusses how 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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Connect with your client database from a Smartphone? Ken Golding, of CRM Software, discusses 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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Greg Friedman, MS, CFP® is 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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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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Bob Veres discusses how technological innovations have improved in ease of use and are worth incorporting into your office routine to enhance productivity. Greg Friedman is referenced in this article. |
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03/2009 |
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A six-step plan that will take you through how to get the
most out of technology to provide the highest level of client
service, create maximum efficiency for the firm, create a high
level of profitability—and most important, survive and thrive in
these difficult times? |
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03/2009 |
|
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An Overview of comments from the Keynote Speakers,
including Greg Friedman, at the
Technology Tools for Today Conference. |
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02/2009 |
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Greg Friedman, MS, CFP® is one of five
advisors featured on the cover of Investment Advisor. In
the cover article, Greg discusses building practice efficiency
through technology and the importance of coaching. |
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01/2009 |
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Greg Friedman, MS, CFP® discusses how CRM software has evolved into a must have in order to remain competitive in today's economic environment. |
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10/2008 |
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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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“Junxure users are in for a treat around year-end 2008 when Junxure’s ClientView client portal feature goes “Live.” |
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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.
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Greg Friedman 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
|
Read this newletter article on how Total Office Management (TOM) can "change your life". |
|
10/2007 |
|
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Congratulations to Greg Friedman, President of CRM Software for winning the Charles Schwab Best-In-Tech award! |
Stacy Schultz |
| 10/2007 |
 |
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Laserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced October 25 they have
integrated their two applications, providing a means of improved efficiency to advisors
by giving users of Junxure one-click access to Laserfiche documents |
James J. Green |
| 09/2007 |
 |
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Inside Information Again spotlights ClientView, the latest product from CRM Software |
Bob Veres |
| 06/2007 |
 |
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Schwab Performance Technologies (News - Alert) (SPT), a subsidiary of The Charles Schwab Corporation and a provider of portfolio management and accounting solutions to financial advisors, has forged a partnership with CRM Software, a leading provider of customer relationship solutions for financial advisors |
Divya Narain |
06/2007 |
|
|
Schwab Performance Technologies(R) Forms New Relationship With CRM Software |
Courtesy businesswire.com |
| 06/2007 |
 |
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A comprehensive, all-in-one technology solution is seen by many as the Holy Grail of the advisory business |
Courtesy Investment News .com |
| 06/2007 |
|
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CRM Software will regain much the same role it played in 2001, because Schwab officials decided resources are better spent upgrading its back-office accounting software, said Dan Skiles, vice president of technology |
Courtesy Investment News .com |
| 04/2007 |
 |
|
A great article giving a first look at Junxure version 7.0 |
Joel Bruckenstein |
| 04/2007 |
|
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Bob Veres discusses the new organization called Your Silver Bullet. A group of software vendors dedicated to connectivity and cross-program functionality |
Bob Veres |
03/2007 |
 |
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This newsletter references Junxure in many of its articles. Features include interviews with several Junxure users. Junxure integration with CEO image is also featured. |
David Drucker |
| 02/2007 |
 |
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Friedman & Associates named among the best managed firms in Schwab Industry Report |
Charles Schwab & Co. |
| 02/2007 |
 |
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This article discusses maintaining efficiencies and the personal relationship with your clients. |
David Lawrence |
01/2007 |
|
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Bob uses CRM Software and Friedman & Associates as examples in a report on employee benefits |
Bob Veres |
11/2006 |
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David Drucker addresses all-in-one software for financial planners in this Morningstar article. |
David Drucker |
| 11/2006 |
|
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This article discusses one of our users who provides a unique service to his clients. Ted takes mobile Junxure to the maximum definition. |
David Drucker |
| 03/2006 |
|
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Junxure is featured in the March Issues of Virtual Office News. The article is entitled "Junxure - from a Users Perspective" by David Drucker |
David Drucker |
| 11/2005 |
 |
Your B |
Greg Friedman discusses the importance of technology in financial planning. |
Greg Friedman, CFP |
07/2005 |
|
|
Gregory H. Friedman spells out the top ten technologies that have had the greatest impact on the success of his practice |
Greg Friedman, CFP |
| 03/2004 |
|
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IT Consultants |
Greg Friedman, CFP |
| 01/2004 |
|
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Joel Bruckenstein's review of the version 3.0 upgrade. |
Joel Bruckenstein |
| 01/2003 |
 |
|
Maria Trombly discusses the importance of Customer Relationship Management systems and reviews several options for advisors, including Junxure! |
Maria Trombly |
| 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! |
Andrew Gluck |
11/2003 |
|
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Greg Friedman discusses security issues |
Greg Friedman, CFP |
| 07/2003 |
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A rare glimpse into one of the great minds behind Junxure. 10 Questions with Greg Friedman, CFP, President of Friedman & Associates, & Partner in CRM Software Inc. |
Greg Friedman, CFP |
03/2003 |
|
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Greg Friedman writes about practice management
|
Greg Friedman, CFP |
| 10/2002 |
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A Survival Guide for advisors |
Greg Friedman, CFP |
| 08/2002 |
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Software Distribution |
Ed McCarthy |
| 06/2002 |
|
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Financial Advisor Magazine announces the split between CRM Software and Schwab |
Financial Advisor Magazine |
| 06/2002 |
|
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This article by Greg Friedman discusses additional methods that you can use to select and implement appropriate software |
Greg Friedman, CFP |
05/2002 |
|
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Ed McCarthy discusses retirement planning issues
|
Ed McCarthy |
| 04/2002 |
|
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This article by 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 |
Joel Bruckenstein |
| 02/2002 |
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This article by Greg Friedman discusses one of the most daunting challenges facing financial planning firms. That is the evaluation, selection and use of technology |
Greg Friedman, CFP |
| --/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 |
Moss Adams |
| 09/2001 |
|
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Nancy Opiela discusses options for growing your business, including the philosophy and experience of Greg Friedman |
Nancy Opiela |
| 10/2000 |
|
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This article by Joel Bruckenstein discusses Junxure and it can help you in your practice |
Joel Bruckenstein |
| 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" |
Ed McCarthy |
| 01/2000 |
|
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Ed McCarthy discusses some issues with Monte Carlo simulation for financial planners |
Ed McCarthy |
| 02/1999 |
|
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Ed McCarthy discussed Money Management Issues, including the thoughts of Greg Friedman on practice management issues of offering this service effectively |
Ed McCarthy |
| 06/1998 |
|
|
Ed McCarthy discusses the Data Dilemma, and how it affects your business |
Ed McCarthy |
