Broadridge Client Information Management vs. Junxure

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Broadridge Client Information Management
Score 8.9 out of 10
N/A
Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.N/A
Junxure
Score 9.5 out of 10
N/A
Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.N/A
Pricing
Broadridge Client Information ManagementJunxure
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Broadridge Client Information ManagementJunxure
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Broadridge Client Information ManagementJunxure
Top Pros

No answers on this topic

Top Cons

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Best Alternatives
Broadridge Client Information ManagementJunxure
Small Businesses
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Medium-sized Companies
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Enterprises
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User Ratings
Broadridge Client Information ManagementJunxure
Likelihood to Recommend
9.0
(1 ratings)
9.5
(6 ratings)
Likelihood to Renew
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
Broadridge Client Information ManagementJunxure
Likelihood to Recommend
Broadridge
This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.
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AdvisorEngine
Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
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Pros
Broadridge
  • Interfaces with client view on mobile devices
  • Strong library of compliance approved marketing materials
  • Several methods of sorting, reporting, and documenting are available to the user.
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AdvisorEngine
  • 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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Cons
Broadridge
  • Better customization of labelling would be helpful on reports
  • Alert notification of chosen activities could be implemented
  • A favorites of certain functions would be helpful to streamline navigation
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AdvisorEngine
  • 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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Likelihood to Renew
Broadridge
No answers on this topic
AdvisorEngine
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
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Alternatives Considered
Broadridge
Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data.
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AdvisorEngine
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
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Return on Investment
Broadridge
  • Positive in that many marketing services are available that I had once paid to receive.
  • Positive in the data collection service for performance reporting as a time saver
  • Positive in retrieval of statements, tax reports on an annual and archive basis.
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AdvisorEngine
  • It has saved time by automatically capturing emails.
  • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
  • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
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ScreenShots