News, Vision & Voice for the Advisory Community


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

Author Guest Columnist Tim Welsh September 18, 2013 at 3:30 AM
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Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.




Bill Winterberg

Bill Winterberg

September 18, 2013 — 2:55 PM


FYI, Dreamforce 2012 attracted over 90,000 registered attendees, not 10,000.

Dreamforce 2013 may surpass 100,000.


Brooke Southall

Brooke Southall

September 18, 2013 — 3:15 PM

Thanks, Bill. You can blame me for the dropped zero. Will fix.


Bill Winterberg

Bill Winterberg

September 18, 2013 — 8:46 PM

Here’s another one Brooke:

“With more than 10,000 users, Junxure is the leading CRM platform for RIAs”

Certainly Redtail, at 60,000+ users, should count as THE leading CRM platform for RIAs.

Perhaps, “Junxure is one of the leading” would be a more accurate representation.



June 25, 2014 — 9:12 PM

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June 25, 2014 — 10:43 PM

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Mentioned in this article:

Stark & Stark
Legal Services for RIAs
Top Executive: Tom Giachetti

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

CRM Software
Top Executive: Greg Friedman

CRM Software
Top Executive: Marc Benioff

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

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