Junxure: Helping Financial Advisors and Investment Professionals to Perform Better

Wealth Management is a pretty tough job. However, when one helps people to make sense of their money in support of their vision, then wealth management transforms into a noble job. With the vision of helping financial advisors and investment professionals to run a better business, Junxure offers industry-focused CRM (Customer Relationship Management) software that enhances operational efficiencies for greater productivity and growth. For over fifteen years, thousands of advisors nation-wide have leveraged the power of Junxure technology to spend more time where it counts – on their clients.             

Offering Best-In-Class Solutions

Junxure has been leading the innovation charge by delivering award-winning products paired with best-in-class support. On the product side, Junxure has painstakingly tuned each of its tools to the unique, daily needs of financial advisors and their teams. The company offers industry-focused CRM platforms which include Junxure® (on-premise version) and Junxure Cloud® (cloud-based version) that support better productivity and client relationships through a wide range of advisor-specific capabilities and powerful workflow automation tools. In addition to CRM, ClientView is a client portal offering that provides an integrated wealth reporting, document management, and digital service platform to firms looking for a client-facing solution.

Purpose-Built for the Industry

Saying that Junxure is purpose-built for its industry is a bit of an understatement. It was created by financial advisors to fill a void in the marketplace, and its products are constantly evolving to meet the needs of its clients. Junxure has deep integrations with many of the best vendors in Fintech, as well as more widely used programs as Microsoft Outlook. Its Client Service Monitor is a completely unique feature that offers advisors a personalized approach to servicing their clients by adding a level of automation to the services they look to deliver.

On top of it all, Junxure is scalable to grow with an advisor’s practice and easy to use. Junxure users also have access to a Training and Support team that knows the industry inside and out.

The Hardworking Leader

Greg Friedman, President and Co-Founder of Junxure, is one of the hardest working professionals when it comes to wealth management. He is recognized as one of the nation’s leading financial planners. He is also well known for leveraging technology in his own wealth management practice, Private Ocean, an innovative West Coast firm. Back in 2008, Financial Planning Magazine included him on its elite list of “Movers and Shakers”. In 2007, he was honored with the prestigious IMPACT Award® for “Best in Tech” by Charles Schwab. Additionally, Greg plays a very important role in the movement towards tighter technology integration in the financial planning industry.

Going above and beyond leading his two successful companies, he is a frequent speaker at various industry conferences, and writes on practice management and technology for the Journal of Financial Planning, Personal Financial Planning Monthly, and other industry publications. Greg spends most of his spare time teaching graduate courses in Financial Planning at Golden Gate University at San Francisco. He has earned his B.A in Economics from the University of California San Diego and his M.S in Financial Planning with an emphasis on Taxation from Golden Gate University. Greg holds the designation of Certified Financial Planner (CFP), and has been practicing financial planning since 1989.

In 2015, he authored Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, a practical and highly executable guide for financial professionals who are looking to thrive in today’s changing financial services industry.

Collaborative Work Environment

Junxure’s success starts with its people. Its employees are considered one of its greatest strengths and a true competitive differentiator, which is why it offers a collaborative work environment to its team, where everyone has a voice. The company hires people who are a perfect fit for its mission and values, gives them the tools and resources needed to be successful, then gets out of their way. It also makes sure that the employees are well fed, keeping the kitchen stocked with fresh fruits, snacks, and beverages. Complimentary lunches, chair massages, and car washes are just a few of the periodical perks of its laid-back yet laser-focused work setting. The company prides itself on promoting a great work-life balance and rewarding hard work.

Future Roadmap

The company believes in partnering with its clients to provide the best value to their businesses. For this reason, Junxure maintains a pretty aggressive product roadmap to deliver expanded features, functionality, and integrations to enhance its application on a regular basis.

When it comes to the future of the industry, Junxure believes that financial advisors are faced with rising client expectations, growing competition, and expanding compliance responsibilities. To achieve profitability in today’s landscape, the need for better client service and efficiency has never been greater. According to the organization, technology is the future for financial advisors, and it seeks to arm them with the tools they need to face their challenges head on.