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%.

Over the years, Junxure has added a few additional products, including ClientView, a client portal service, and Junxure Mobile. But the one component it’s been lacking is a cloud-based CRM product, which it’s been working on for abouty two years. Those efforts are about to bear fruit.

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