Sep 18, 2013
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
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CRM Software
8 articles
Articles tagged "CRM Software"
Jun 18, 2013
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
Dec 27, 2012
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
Dec 12, 2012
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
Aug 4, 2011
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
Jul 21, 2011
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
Apr 27, 2011
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
Mar 23, 2011
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
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