Recent press releases
Junxure expands executive ranks
April 29, 2013
Junxure announces addition of industry veteran Bill Banks as EVP and elevation of John Shangler to EVP. read >
Schwab OpenView Gateway™ enhancements and Envestnet® integration
March 20, 2013
Junxure's latest release - version 9.5 - enhances user experience, promotes workflow management and extends business development support. read >
Greg Friedman announces first Junxure Advisor Conference
January 15, 2013
To be held September 16-17, 2013, the first Junxure conference brings together the leaders of the advisor community to help firms leverage technology toward growth and profitability. read >
Junxure Cloud, all new CRM for advisors
November 12, 2012
Junxure's all-new, hosted CRM solution Junxure Cloud™ will be available in 2013. read >
Integration with TD Ameritrade's Veo® available
October 23, 2012
Junxure now integrates with TD Ameritrade Institutional’s comprehensive trading and account management platform Veo. read >
Junxure launches exclusive customer web portal - ConneXion
October 3, 2012
Junxure customers now enjoy their own user portal with access to exclusive content and support resources, including self-help videos, training classes, and more. read >
Junxure achieves company milestone, surpasses 10,000 users
September 10, 2012
“This is an incredible milestone in our history,” said Junxure co-founder and President Greg Friedman. “For over a decade we have worked diligently to build a customer-centric culture supporting financial advisors and providing our clients with the tools and resources they need to successfully manage their practices. read >
Junxure launches blog for financial industry
June 18, 2012
Junxure.com now includes a company blog with posts by team members and industry veterans. The blog offers insight on practice management, best practices for effective CRM use, and much more. read >
Junxure announces new training and consulting offerings
May 14, 2012
Junxure will launch a new implementation and training program, Junxure Quick Start, to help clients use Junxure to its maximum potential. read >
Junxure & Advisor Group to provide CRM integration
February 27, 2012
Innovative technology will enable advisors to share client data between Advisor Group’s VISION2020 Advisor Portal and Junxure®. read >
Schwab announces official launch of integration with Junxure
February 16, 2012
Integration between Junxure and SchwabOpenView Gateway™ allows advisors to access real-time balance information, recent alerts and account activity, and more - all within their CRM. read >
Junxure joins Laserfiche PDP program
January 25, 2012
Junxure joined the Professional Developer Partner (PDP) program, through which Laserfiche provides out-of-the-box integrations with CRM systems. read >