Junxure CRM has a long history in the independent RIA market. Originally created by financial planner Greg Friedman and his partner Ken Golding for Friedman’s California RIA, Private Ocean, Junxure now has more than 10,000 users and boasts of a client retention rate of about 96%.
All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.