Articles tagged "CRM Software"


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After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

September 18, 2013 — 3:30 AM UTC

Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more

True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now

June 18, 2013 — 5:34 AM UTC

Orion hauls down nearly $2 billion of accounts from two Advent clients, clinching better than 50% growth for the year

Eric Clarke's firm is high on Salesforce and starting to look beyond its Omaha home for expansion as it needs more and more skilled labor

December 27, 2012 — 2:25 AM UTC

Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry

True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says

December 12, 2012 — 6:19 PM UTC

Ebix may hit a CRM sweet spot for some RIAs

The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

August 4, 2011 — 6:20 AM UTC

Former Microsoft executives are out to make Figlo compete with EISI

The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs

July 21, 2011 — 3:08 PM UTC

Aite Group report: CRM software industry wins RIA respect -- and dollars

Tops execs for Redtail and Junxure say growth likely to be much higher than report's estimates

April 27, 2011 — 2:21 PM UTC

Junxure moving to the cloud amid market pressures

In an unusual move, CRM Software's Greg Friedman pre-announces the product release by nearly a year

March 23, 2011 — 2:18 PM UTC
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