RALEIGH, N.C., March 22, 2017 /PRNewswire/ -- Junxure, the industry-leading CRM solution and technology provider for financial advisors, this week announced the expansion of its Leadership Team with the addition of Timothy Betts as its new Chief Information Officer. As CIO, Betts will be responsible for leading and supporting Junxure's software development initiatives as it achieves its next phase of growth.
Mr. Betts has over 25 years of experience in Software Development and was most recently a Software Development Managing Director over financial advisor and client applications produced by Schwab Performance Technologies. The Charles Schwab Corporation is the leading provider of securities brokerage, banking, and financial advisory services to individual investors and independent investment advisors. Betts also brings a rich history in application, process, and product development with a diverse range of companies, including LMS Medical Systems, GE Healthcare and IBM.
"Tim brings both a depth and breadth of business, technology and strategic acumen that will be a tremendous asset to Junxure," said Greg Friedman, President and CEO of Junxure. "We are pleased to welcome him to the Junxure family and we look to him to be a change agent for greater innovation and growth."
"Junxure has a rich history of delivering outstanding software solutions that enable advisors to accelerate their firm's growth while elevating their focus on clients. I'm excited to be joining the Junxure family and look forward to assisting the team as we build on the company's strong foundation and accelerate our growth and delivery," said Betts.
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help 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.
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