Junxure Announces Release of Junxure Cloud Version 4.0

RALEIGH, N.C., Oct. 5, 2017 /PRNewswire/ -- Junxure (www.junxure.com), the industry leading CRM solutions and technology firm for financial advisors, today announced enhancements to its cloud-based CRM platform, Junxure Cloud®. Attendees at the 2017 Junxure Advisor Conference in Las Vegas were given a first look at the newest version of the award-winning application, available in wide release this week.

Streamlined navigation and expanded reporting capabilities take center stage in Junxure Cloud Version 4.0. "With the release of version 4.0 we are enhancing the user experience so that our users can focus on outcomes rather than the use of the tool itself," said Greg Friedman, President and CEO of Junxure.

Highlights include:

• New navigation maximizes screen space for client data and minimizes mouse clicks.
• Customizable Record Quick Links provide one-click access to the most important client information.
• A new suite of reports expedites meeting prep, tracking client interactions, checking employee time, monitoring client revenue, and more.

"As the wealth management industry is becoming more competitive and complex, advisors need access to critical client data so that they can enhance their service level, while being more productive and efficient. Junxure Cloud 4.0 brings in new reporting, decision support applications and a streamlined interface to make firms more competitive," said Friedman.

Prospective users interested in learning more about the new release of Junxure Cloud can contact a sales representative at 866.586.9873, option 2.

About Junxure

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.

Media Contact 
Greg Friedman 
Junxure  
415-526-2900

SOURCE Junxure

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