News
Industry Veterans Welcomed to Junxure Team
October 25, 2011
Junxure is thrilled to welcome Elizabeth Jetton, CFP® and Dusty Huxford - two industry veterans who will help to further our mission to serve the needs of advisors and identify new ways to help them improve their practices. read >
Junxure ranked # 1 CRM for advisors
October 12, 2011
A recent Investment News survey of 897 financial advisors revealed that more of them use Junxure than any other CRM. More than 21 percent of advisors surveyed use Junxure, nearly three times that of Salesforce and more than five times that of Microsoft Dynamics. read >
Junxure president Greg Friedman honored as Industry Influencer
October 1, 2011
This week, Financial Planning Magazine awarded one of six 2011 Industry Influencer awards to Private Ocean president Greg Friedman. The awards recognize advisors whose "innovative ideas and wide-reaching work are forging new paths for the financial planning industry." Greg received the award for Technology Innovator.read >
Junxure 9 Released
September 13, 2011
Version 9 is here! Junxure 9 incorporates the enhanced security features advisors need and establishes the foundation for upcoming custodial integrations. Our latest version also includes more effective reporting on insurance policies, streamlined account tracking, and much more. read >
New Web Site, New Evolution
August 24, 2011
Junxure is pleased to announce its expansion from software provider to practice improvement firm. Junxure customers now benefit from integrated packages that combine practice management consulting, training, and software. read >
Junxure 9 Coming This Summer
June 14, 2011
This free upgrade responds to the industry’s growing need to meet more stringent data security requirements. Junxure 9 also creates a foundation that enables custodians to make financial data more available within Junxure. Other new functionality requested by our customers includes enhanced insurance features, the ability to tag actions to accounts and advanced filtering capabilities for reports and rule builders.
Junxure Announces Cloud Strategy
February 24, 2011
Junxure announced today its strategy for delivering a cloud-based product to meet the needs of financial advisors. Junxure Essentials™, which has been several years in development, will be released in Fall 2012. read >
Junxure Asset Import Wizard Speeds Data Integration
February 17, 2011
Included in the latest version of Junxure, the Junxure Asset Import Wizard (JAIW) imports data from a variety of portfolio management applications. It consolidates many legacy interfaces into one common tool, and provides the benefit of being able to switch to another asset program seamlessly.
Junxure Selected for Schwab Intelligent Integration™
October 10, 2010
In his opening remarks at IMPACT® 2010, EVP and Charles Schwab Advisor Services leader Bernie Clark announced that the company has selected salesforce.com, Microsoft and Junxure for participation in Schwab Intelligent Integration&8482;. read >
Junxure again named to "Inc. 5000"
September 2010
For the third year in a row, Junxure has been named to the Inc. 5000 list of the of the fastest growing private companies in the US. With a significant jump from last year to our 2010 ranking of #1523, we are proud to be recognized as an Inc. 5000 honoree.