Backstop vs Junxure

• Storage of notes from calls and meetings.
• Tracking portfolio holding balances, transactions, and IRRs/MOICs.
• Allowing flexibility for client-defined uses.

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• Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
• Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
• The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!

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• Simplicity, ease of use (hard to get everyone on the team on the same page for how to use it).
• Opportunities have been really hard for us to leverage.
• It seems like it's geared towards salespeople sometimes instead of portfolio managers, etc.

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• Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
• Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
• I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.

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• Makes our team more efficient (i.e. less people needed for admin work).
• Allows PMs to spend more time on their jobs and less on systems maintenance/tracking.
• Increases transparency across teams (other teams can log into Backstop to see the latest updates).

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• Junxure has impacted us positively in every way! We can spend more time growing our business by focusing more on our clients. We reduced our paper usage and being digital saves us precious time and money.

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