RALEIGH, N.C., Oct. 13, 2017 /PRNewswire/ -- Junxure (www.junxure.com), the industry leading CRM solutions and technology provider for financial advisors, announced today that it has been recognized for its cloud-based CRM platform, Junxure Cloud® at the 2017 Wealthmanagement.com Industry Awards.
Now in its third year, the WealthManagement.com Industry Awards program recognizes outstanding companies and organizations that support financial advisor success. A panel of judges made up of top names in the industry selected the 2017 award winners in more than 50 individual categories. This is the second win for Junxure Cloud in the last 3 years.
Nominees for the CRM Award were selected based on their outstanding contributions to enhancing advisors' ability to manage, service and convert clients. Junxure Cloud was named the category winner for its continuing work to create and expand integrations with leading platforms serving advisors, specifically TD Ameritrade Institutional.
"This enhanced integration delivers the centralized technology necessary for Junxure Cloud users to elevate client service and enhance operational efficiency," said Greg Friedman, President and Co-Founder of Junxure. "By incorporating Junxure Cloud's powerful workflow tools into its integrations with top solution providers like TDAI, Junxure users are gaining a competitive edge when it comes to generating and expanding client relationships."
Awards were presented at a black tie event on Wednesday at the Plaza Hotel in New York City.
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.
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