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.
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QlikView
Score8.4 out of 10
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QlikView® is Qlik®’s original BI offering designed primarily for shared business intelligence reports and data visualizations. It offers guided exploration and discovery, collaborative analytics for sharing insight, and agile development and deployment.
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Pricing
Junxure
QlikView
Editions & Modules
No answers on this topic
QlikView
Custom
per user
Offerings
Pricing Offerings
Junxure
QlikView
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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On an perpetual license basis, based on server plus number of users.
Contact vendor for pricing.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sales data validations have helped manage our justifications in the past, especially with regard to new product development and new business introduction. It has also been helpful in identifying trends with business impact and direction specific to quarter and monthly sales from ERP data as well as decisions to purchase equipment of staffing based on run rates and product demand.
One thing that can get out of hand is data output - if you aren't careful in your query, you may be overloaded with data dumps and drown in the amount of info you have to filter through. This is a user caution, not a comment on the software itself.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We found that QlikView can be a bit slow in supporting some forms of encryption. It is web-based and we needed to upgrade all of our server to not support the older SSL and TLS 1 protocols, only support TLS 1.2 and TLS 1.3. However, QlikView could not run with TLS 1.2 and TLS 1.3. We had to wait over six months to get a version that would handle the newer TLS versions.
There are so many options with QlikView that you can get lost when developing a visualization. There are still items I have not yet figured out, such as labeling a graph with the name of a selected detail item.
QlikView works by pulling the data it is going to use for visualization into its database. I am a security reviewer and I need to make certain that PII and PHI is not pulled by QlikView for a visualization, otherwise this could become a reportable indecent.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Ease of use, ability to load from pretty much any data source. today I created an application that loaded time sheets from excel that are not in a table format. With Qlik's "enable transformation steps" I was able to automate loads of multiple spreadsheets and multiple tabs easily. Could not do that with any other tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
QlikView is very easy to implement. The installation is very straight forward. QlikView has several different data connectors that can connect to different data sources very smoothly. The user interface to build the reports is very easy to understand. This helps to have a smaller learning curve. Something very helpful is that QlikView is a browser application for the end users. So, you don't need to install any applications on the user's computer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
My experience with the Qlik support team has been somewhat limited, but every interaction I have had with them has been very professional and I received a response quickly. Typically if there is a technical issue, our IT team will follow up. My inquiries are specific to product functionality, and Qlik has been very helpful in clarifying any questions I might have.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
My team attended, but I cannot myself rate, but I think it was good as they've successfully launched a training program at our company themselves for users. It was 3-4 day training.
Training was as expected. The demo environments tend to be more fully featured that our own environment, but the training was clear and well delivered.
"Implementation" can mean a few things... so I'm not sure that this is the answer you want.... but here it goes: To me, implementation means: "Is the user interface intuitive and can I produce meaningful reports with ease?" On that score, I'd say YES. The amount of training required was minimal and the results were powerful. The desktop implementation is a simple, "blank" interface just waiting for your creativity. The pre-populated templates give you a reasonable start to any project -- and a good set of objects to "play around with" if you're just getting started. Finally, note that the "implementation" I used was baked into QuickBooks 2016 Enterprise -- called "Advanced Reporting"..... That integration makes it ultra useful and simple.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The only other vendor product that I have worked with that provides a similar experience to Qlikview is Tableau. I would recommend Tableau if your use case is to build a fixed dashboard. You can share reports for free without needing to buy additional licenses. I would recommend Qlikview if your users are looking for a more interactive experience. They can create new objects to represent the data which can't be accomplished as easily in Tableau
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
You can use the free desktop version to do a lot of reporting and analysis work more quickly so the ROI is huge
QlikView is great at finding outliers such as data entry errors
QlikView is great at helping you quickly discover new insights about your business that can prompt you to take action that can immediately affect your cash flow.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
