[pullquote]…it is obvious that it was designed by developers that have a deep understanding of the RIA business[/pullquote]It has taken much longer than anticipated, but Junxure CRM (www.junxure.com), a firm that integrates CRM technology, consulting and training for financial advisors, has finally announced the general release of “Junxure Cloud,” its comprehensive, cloud-based suite of CRM/office management products for financial advisors.
According to Joel Bruckenstein (fa-mag.com), “From the minute you first log in to the home page, it is obvious that it was designed by developers that have a deep understanding of the RIA business. That is no surprise. Junxure’s president, Greg Friedman, is also the president of Private Ocean, a successful West Coast RIA firm. Vice President Ken Golding co-founded Junxure with Friedman, and he has been the application’s chief developer since its launch in 1998, when the two execs developed the initial desktop software.”
Details of the app can be reviewed in Bruckenstein’s “Worth The Wait”.