Junxure

Technology Providers (CRM)

Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast’s most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman’s day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.

Initiative

Junxure Cloud Integration Enhancement

Junxure Cloud has significantly enhanced its integration wit h TD Ameritrade Institutional ’ s Veo over the past year. The enhanced integration allows Veo alerts to automatically trigger firm- configured workflows in Junxure Cloud, the first integration of its kind between a third-par ty CRM system and TD Ameritrade Institutional’s Veo . Additionally, firms have the option to download pre-configured workflow templates designed by the Junxure Training and Consulting team that work specifically with the various alert types in Veo.

This enhanced integration delivers the centralized technology necessary for Junxure Cloud users to elevate client service and enhance operational efficiency. By incorporating Junxure Cloud ’ s powerful workflow tools into its integrations with top solution providers, Junxure users are gaining a competitive edge when it comes to generating and expanding client relationships.

TD recognized Junxure Cloud with its 2016 Veo Integrated Award for Innovation, which is based on several criteria, including the depth of a product ’ s integration with Veo, integration with other third-party applications and the scope of adoption by RIAs.

 

Usage:

 

Junxure Cloud is now the operational, service and business development hub at over 500 advisory firms representing a combined 3,700 users.

 

Scope:

 

Junxure Cloud is scalable to suit any size firm, offering a wide range of integrations with technology and custodial platforms, as well as unlimited data and document storage. Additional development in 2016 included a mobile solution, new and deeper integrations with other top technology partners and custodians, and intuitivenavigat ion enhancements for increased usability.

 

Advisor Feedback:

 

Junxure Cloud continues to maintain a 95% retention rate and a 98% satisfaction rate.

Category Finalists

Key Business Leader

Greg Friedman
CEO & Co-Founder

Browse All Finalists