CRM Software’s flagship product, Junxure is an office management system designed to address the specific needs of the financial advisors’ office. Junxure has been designed and developed by successful financial planning professionals. It combines office management features with workflow automation functions to enhance the efficiency of your office.

Junxure makes it possible to provide a much higher level of service and communication to clients without increasing firm costs.

Junxure’s powerful office management and automation systems organize your client and prospect information, and then let you take action on it. Junxure puts all of the information a financial advisor may need at their fingertips—all in one easy-to-use application.

Run Your Office More Efficiently Than Ever!

Originally created for Greg Friedman, MS, CFP® and principal of Friedman & Associates, Junxure makes it possible to provide a much higher level of service and communication to clients without increasing firm costs.

Junxure has enabled Greg and his staff to make Friedman & Associates so efficient that they were recently recognized by Schwab Institutional with the IMPACT Award for “Best in Technology".

Read our white paper to learn more about how you can enhance your productivity; improve profitability all while providing outstanding client service.