Junxure vs. Pilot.com vs. Wealthbox CRM

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

I think they are a great fit for any small business looking for bookkeeping and even some ap services. I like all the financial reporting they do, which is something I would struggle with on my own.

Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.

Incentivized

• 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!

• Quick responses to questions submitted to support
• Integration with various banking systems and software, including HR systems and cap table system, which saves time when filing taxes

• Workflow Customization
• Ease of Use with setting up Advisor and Contact Info

Incentivized

• 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

• I would say that only room for improvement would be to offer more educational opportunities that explain what the numbers mean.

Incentivized

• Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
• Issues do not get resolved timely.

Incentivized

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

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

Nobody else seemed to have the same capabilities and fit with our company culture as well. QuickBooks or Xero alone don't offer the same level of service and would require too much effort on our part. We used inDinero with my prior company and they just missed a lot of things that ended up causing problems.

Incentivized

Wealthbox is more user friendly and has a better view

Incentivized

• 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

• Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.

Incentivized