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Junxure is a Client Relationship Management (CRM) solutions provider and practice improvement firm that provides technology, consulting and training for financial advisors. Founded by Gregory H. Friedman, MS, CFP® and Ken Golding, Junxure’s advisor-specific CRM solutions - Junxure® and Junxure Cloud™ - support enhanced productivity and stronger client relationships through a broad range of advisor-specific capabilities and workflow automation tools. ClientView Live provides a secure client portal and document vault, enabling firms to extend their services to the web through on-demand reports and two-way online communication. Junxure Mobile provides secure, live web access to Junxure CRM, enabling firms to access information anywhere, anytime on a variety of mobile devices.

Junxure focuses on customer experience and results, combined with the service and support of a team of experienced wealth management professionals, technologists and practice management experts.

History
In 1998, Gregory H. Friedman, MS, CFP, principal of Friedman & Associates in Novato, California, began a collaboration with veteran Microsoft® Windows developer Ken Golding on an advisor-centric CRM system that would become Junxure 1.0. The Junxure suite evolved to include ClientView Live and Junxure Mobile. With the introduction of Junxure Cloud, a cloud-based CRM solution, Junxure offers advisory firms a choice between cloud and desktop versions. Junxure was included in the Inc.5000 list of fastest growing companies from 2008 - 2012.

Gregory H. Friedman, MS, CFP, is the President of Junxure and founder and President of Private Ocean, a Bay Area wealth management firm. He has been recognized three times by Investment Advisor Magazine as a Top 25 most influential advisor, he was named one of six 2011 Industry Influencers by Financial Planning Magazine, and In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award for “Best in Tech.”

Junxure®
Junxure® is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

Junxure Cloud™
Junxure Cloud™ is a web-based CRM solution for financial advisors.

Junxure ClientView Live
An additional product available with Junxure on-premises, ClientView Live provides a secure client portal and document vault to advisors.

Junxure Mobile
An additional product available with Junxure CRM on-premises, Junxure Mobile provides live web access to the CRM on a variety of mobile devices.

Consulting and Training
Practice management consulting and training on Junxure products.