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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Junxure

    Score9.5 out of 10
    N/AJunxure 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

    Numberz

    Score7 out of 10
    N/AReceivables (unpaid invoices) are the 'cheapest' source of capital for any business. However all businesses, including corporates, struggle to manage it well. While ‘Customer Intent’ is usually touted as the core problem, the true reason : traditional, in-efficient & disjointed collections process These workflows don't get addressed by ERPs and CRMs. It's further aggravated by lack of utilisation of other financial services for AR (eg bureau data, risk scores etc). Result: high cost of…N/A
    Pricing
    JunxureNumberz
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    JunxureNumberz
    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
    JunxureNumberz
    Considered Both Products
    AdvisorEngine
    No answer on this topic
    Numberz
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Best Alternatives
    JunxureNumberz
    Small Businesses
    No answers on this topic
    Tipalti
    Score7.7 out of 10
    Medium-sized Companies
    No answers on this topic
    Stampli
    Score8.4 out of 10
    Enterprises
    No answers on this topic
    Yooz
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    JunxureNumberz
    Likelihood to Recommend
    9.5
    (6 ratings)
    7.0
    (1 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    -
    (0 ratings)
    5.0
    (1 ratings)
    User Testimonials
    JunxureNumberz
    Likelihood to Recommend
    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.
    Incentivized
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    Numberz
    [Numberz] is best for any SMB or Mid Market business as they automatically create the Invoice which is required during filing the GST and paying taxes. As they save and reconcile each and every transaction. This software is also best because it saves CA cost and time as we are already ready with the every invoice which is required to file an ITR annually. Also this software gives us a feature to file our ITR by ourselves by clicking and uploading the required documents.
    Incentivized
    Read full review
    Pros
    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!
    Read full review
    Numberz
    • Generating Invoice
    • Credit Controlling
    • Sending timely reminder emails to customers
    Incentivized
    Read full review
    Cons
    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.
    Incentivized
    Read full review
    Numberz
    • Sometime updates take time
    • Restricted Platform
    Incentivized
    Read full review
    Likelihood to Renew
    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.
    Incentivized
    Read full review
    Numberz
    No answers on this topic
    Support Rating
    AdvisorEngine
    No answers on this topic
    Numberz
    Best Support by the team.
    Incentivized
    Read full review
    Alternatives Considered
    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.
    Incentivized
    Read full review
    Numberz
    Numberz has a interactive and easy to use GUI in comparison to all other Billing Software's. Its can be used by any person even who don't have any knowledge of accounts and finance where as we need to learn to insert the entries into the other software such as tally. This software automatically fill the required fields such as GST and any other taxes.
    Incentivized
    Read full review
    Return on Investment
    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!
    Incentivized
    Read full review
    Numberz
    • Cost effective
    • Time Saving
    • Easy to use and implement
    Incentivized
    Read full review
    ScreenShots