Company Details:
3651 Trust Drive
Raleigh, NC 27616

Toll Free: 1.866.JUNXURE

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 10,000 active users and a client retention rate of 96 percent. 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. 

Junxure Makes Key Leadership Changes

April 29, 2013

Junxure CRM Announces Schwab OpenView Gateway Enhancements and Envestnet Integration

March 20, 2013