RALEIGH, N.C., April 21, 2015 /PRNewswire/ -- Junxure (www.junxure.com), an industry-leading CRM solutions firm for financial advisors, today announced its strategic alliance with Shareholders Service Group (SSG), which provides high-quality, dedicated services for independent registered investment advisors.
Both Junxure and SSG focus on providing the best in services and support for RIAs, combining Junxure's 15-year history providing CRM technology to advisors with SSG's proven track record of building and managing brokerage and custodial platforms renowned for their customer service. As part of this partnership, SSG advisors will receive affiliation benefits and discounts on Junxure Cloud CRM.
"Dan Skiles and I have collaborated for many years, sharing ideas and solutions to help advisors succeed and advance in the industry," said Greg Friedman, President of Junxure. "Junxure's strategic partnership with SSG is the next step in honoring our ongoing commitment to supporting RIAs."
"Junxure has long been a champion and innovator for financial advisors, which speaks directly to SSG's focus of helping advisors select the right technology solutions for their firms," said Dan Skiles, President of SSG. "We are excited about this new partnership with Junxure and the opportunities it presents to Advisors in better serving their clients and efficiently growing their practice."
Friedman is speaking at the annual SSG Conference in San Diego this week as part of a best practices panel with other industry experts.
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 11,000 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.
About Shareholders Service Group
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves over 1,400 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.