Columbus, Ohio-based CI Budros Ruhlin Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.5 billion in assets under management and advisement, has been selected as the winner of the first Junxure Power User Award. The Power User Award recognizes a firm whose proactive and advanced use of Junxure’s solutions deliver measurable benefits to their firm and their clients.

“We are thrilled to be named a Junxure Power User at the inaugural award ceremony,” said Terry Needles, Client Services Coordinator. “The software is pivotal in allowing us to effectively communicate and document activity by all associates to ensure client needs are met.”

Established in 2001, Junxure software is an industry leader of advisor technology and practice management solutions with more than 12,000 active users. The software allows firms like CI Budros Ruhlin Roe to best manage their client relationships by ensuring there is a channel of communication and task management among employees regarding client documents and transactions.

“We’ve been using Junxure for 12 years and have been pleased with how the software has grown with our firm,” said Brian Jack, Director of Operations.

Brian Jack and Terry Needles accepted the award on September 28 at the Junxure Conference in Las Vegas, Nevada.

About CI Budros Ruhlin Roe Inc.

CI Budros Ruhlin Roe, Inc. is a Columbus, Ohio based fee-only, independent wealth management firm, serving clients in a fiduciary capacity. The company culture emphasizes excellence in all areas of financial planning and portfolio management. To learn more visit


CI Budros Ruhlin Roe, Inc.

Kate Oster

+1 614-481-6900

Junxure Power User Award Disclosure

Junxure Power User Award winner was selected by a panel of four Junxure employees and Junxure Conference attendees. The winner was selected based on their use of the Junxure product at their firm. Some selection criteria included: daily use of the program throughout the firm, use of integration applications (Outlook, Portfolio Management, Document management, Financial Planning, Custodial), reliance on Junxure for ongoing task assignment and tracking, creation of action templates and sequences and active participation in user groups, panel discussions and user forums. To see the full selection criteria, please click here. This award does not evaluate the quality of services provided to clients and is not indicative of the company’s future performance. Neither the firms nor their employees pay a fee to Junxure in exchange for inclusion in the panel or award selection.

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