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Junxure Evolves to a Full-Service Practice Improvement Firm

By Anuradha Shukla
TMCnet Contributor

Junxure has announced the launch of a new Website that reflects evolution of its business.

The company has evolved from being a software provider to a full-service practice improvement firm. Its clients are now offered a combination of software and support, robust practice management consulting and intensive training.

This combination is expected to streamline operations and also grow the practices of Junxure clients. Integrated packages for Junxure customers include three elements- practice management consulting, intensive training and comprehensive software suite.

Junxure claims it is the only CRM provider offering advisors in-depth practice management consulting. The company helps advisors to achieve clarity about their practice goals and vision for their operations.

Customers have the option to choose between two levels of initial training programs. Once these levels are crossed customers can select from over 20 Web-based classes each year on topics such as compliance, tracking new prospects and workflow management.

Junxure software enables ultra-efficient practice management and high levels of client service.

"As president of my own wealth management firm, I've led the development of a software suite that thinks like an advisor," said Junxure president Greg Friedman. "But after many years running my own firm, I know that software is just one piece of the puzzle. Our consulting and training services address the process modifications and human elements that help our customers transform their practices."

Read a related article at TMCnet “Junxure to Nudge Financial Advisors into the 'Cloud'.”

Junxure has announced a cloud product, designed with the needs of financial advisors in mind, and has scheduled it for release in 2012.

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