Designed and built by financial advisors for financial advisors, Junxure’s powerful features take financial advisory businesses to the next level ensuring that advisors are well positioned to provide the highest level of client service while simultaneously increasing productivity and profitability. Its recent strategy to deliver a Web-based CRM product is also directed toward that end.

The cloud product, designed with the needs of financial advisors in mind, has been in development for many years and is scheduled to be released in 2012.

In a press release, Junxure president, Greg Friedman, said that they had been very careful and methodical to ensure that the Web product met the needs of the advisors. The product would seamlessly combine the essentials of Junxure with the inherent benefits of the cloud.

Friedman said that the Web-based product would be in keeping with the company's reputation of creating great products and services and was testimony to the knowledge of the challenges faced in running a wealth management business.

According to Friedman, the first release of the Junxure Web product would includes critical features that advisors need to deliver great client service and run efficient businesses. Of course, it will also come with the incredible service and support that existing Junxure users currently experience.

Currently, the Junxure desktop application is being used by more than 9,000 financial professionals and the release of its Web product will give them an option to choose between the on-premise app and the Web-based app. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses.

The company's approach to product development and customer service is distinguished by the fact that its founder and president continues to serve as president of a highly regarded California wealth management firm. In October 2010, Junxure was one of three firms selected by Charles Schwab to be part of Schwab Intelligent Integration, along with Salesforce and Microsoft (News - Alert).

Junxure was launched in the late 1990s by two pioneers in the fields of personal financial planning and software development, Gregory Friedman, MS, CFP and principal of Friedman & Associates and Ken Golding of Ken Golding Software to develop a software solution to address the firm's problems.

In a related news release, TMCnet reported that Junxure, released the Junxure Version 8.7, of the office management technology platform, a major enhancement to the current Junxure Version 8.