Our friends at Junxure announced some exciting integration news today! Read below to see how advisors can leverage the Risk Number in the Junxure platform.
Junxure Cloud, Riskalyze Announce Integration
Raleigh, NC (PRNewswire) Nov. 3, 2016 – Junxure, the industry leading CRM solution and technology company for financial advisors, this week announced new enhancements to its cloud-based CRM platform, Junxure Cloud®. As part of its ongoing work to integrate with leading platforms serving advisors, Junxure Cloud has partnered with Riskalyze, the industry-leading risk alignment platform and inventor of the Risk Number®, to integrate the two popular systems.
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance and portfolio risk, and use that data to win new clients, capture and meet expectations and quantify best interests. By joining forces with Junxure Cloud, their mutual users will enjoy greater efficiency and a seamless user experience.
Currently, the integration allows for quick setup, visibility into a client’s Risk Number in Junxure Cloud, and one-click navigation between the two systems. Development is underway for greater automation where risk alignment changes trigger Junxure Cloud workflows.
“By bringing together these two powerful applications, our partnership with Riskalyze will equip advisors to better serve their clients and maximize their technology investments,” said Greg Friedman, President and Co-founder of Junxure. “We are pleased to welcome Riskalyze to the Junxure family of integration partners, and we look forward to deepening our integration and joint work to support clients.”
“We are thrilled to bring the Risk Number directly into Junxure Cloud,” said Aaron Klein, CEO at Riskalyze. “These single-click solutions and multi-platform visibility should greatly enhance the workflows of advisors using Junxure’s CRM tools and Riskalyze, allowing them to focus on their clients and empower their clients to be fearless investors.”
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 95%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast’s most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman’s day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today use Riskalyze to align the world’s investments with each investor’s Risk Number. To learn more, visit www.riskalyze.com.
FiComm Partners (for Riskalyze)