TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    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

    Progress ShareFile

    Score8.7 out of 10
    N/AShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011, and is now offered by Progress Software.

    $54.45

    per month 3 users (minimum)

    Pricing
    JunxureProgress ShareFile
    Editions & Modules
    No answers on this topic
    Advanced
    $18.15
    per month per user (minimum 3 users)
    Premium
    $28.59
    per month per user (minimum 3 users)
    Industry Advantage
    $45.83
    per month per user (minimum 3 users)
    Virtual Data Room
    $77.00
    per month per user (minimum 5 users)
    Offerings
    Pricing Offerings
    JunxureProgress ShareFile
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Discount available for annual pricing.
    More Pricing Information
    Community Pulse
    JunxureProgress ShareFile
    Considered Both Products
    AdvisorEngine
    No answer on this topic
    Progress ShareFile
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    98%
    Would buy again
    59 Answers
    Delivers good value for the price
    No answers on this topic
    98%
    Delivers good value for the price
    41 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    98%
    Happy with the feature set
    59 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    98%
    Lived up to sales and marketing promises
    40 Answers
    Implementation went as expected
    No answers on this topic
    93%
    Implementation went as expected
    43 Answers
    Features
    JunxureProgress ShareFile
    File Sharing & Management
    Comparison of File Sharing & Management features of Junxure and Progress ShareFile
    Feature
    Junxure
    -
    Ratings
    Progress ShareFile
    9.0
    94 Ratings
    7% above category average
    Versioning00 Ratings9.077 Ratings
    Video files00 Ratings8.857 Ratings
    Audio files00 Ratings9.153 Ratings
    Document collaboration00 Ratings9.082 Ratings
    Access control00 Ratings9.589 Ratings
    File search00 Ratings8.090 Ratings
    Device sync00 Ratings9.575 Ratings
    Cloud Storage Security & Administration
    Comparison of Cloud Storage Security & Administration features of Junxure and Progress ShareFile
    Feature
    Junxure
    -
    Ratings
    Progress ShareFile
    9.4
    89 Ratings
    8% above category average
    User and role management00 Ratings9.484 Ratings
    File organization00 Ratings9.490 Ratings
    Device management00 Ratings9.571 Ratings
    Cloud Storage Platform
    Comparison of Cloud Storage Platform features of Junxure and Progress ShareFile
    Feature
    Junxure
    -
    Ratings
    Progress ShareFile
    8.8
    90 Ratings
    1% above category average
    Performance00 Ratings9.287 Ratings
    Reliability00 Ratings8.990 Ratings
    Storage Reports00 Ratings8.373 Ratings
    Best Alternatives
    JunxureProgress ShareFile
    Small Businesses
    No answers on this topic
    IDrive Online Backup and Object Storage e2
    Score9.1 out of 10
    Medium-sized Companies
    No answers on this topic
    Apple iCloud
    Score8.4 out of 10
    Enterprises
    No answers on this topic
    ownCloud
    Score9.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    JunxureProgress ShareFile
    Likelihood to Recommend
    9.5
    (6 ratings)
    8.8
    (119 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    9.1
    (8 ratings)
    Usability
    -
    (0 ratings)
    8.6
    (33 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (14 ratings)
    Support Rating
    -
    (0 ratings)
    1.0
    (14 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (3 ratings)
    Configurability
    -
    (0 ratings)
    6.6
    (2 ratings)
    Ease of integration
    -
    (0 ratings)
    1.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    1.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    JunxureProgress ShareFile
    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
    Read full review
    Progress ShareFile
    When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.
    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
    Progress ShareFile
    • Secure File Storage and Sharing.
    • Workflows to get customer/affiliate responses to comments on documents.
    • I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
    • I love the upload notifications and reports on user activity.
    • The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
    • Integrations with Microsoft 365 - FANTASTIC - thank you.
    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
    Progress ShareFile
    • The web console is not the most user friendly site to use to get to, and send my files.
    • We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
    • That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.
    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
    Progress ShareFile
    It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.
    Incentivized
    Read full review
    Usability
    AdvisorEngine
    No answers on this topic
    Progress ShareFile
    ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.
    Incentivized
    Read full review
    Reliability and Availability
    AdvisorEngine
    No answers on this topic
    Progress ShareFile
    The software has never been down when I needed to use it.
    Incentivized
    Read full review
    Performance
    AdvisorEngine
    No answers on this topic
    Progress ShareFile
    Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again
    Incentivized
    Read full review
    Support Rating
    AdvisorEngine
    No answers on this topic
    Progress ShareFile
    Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.
    Incentivized
    Read full review
    Implementation Rating
    AdvisorEngine
    No answers on this topic
    Progress ShareFile
    Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well
    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
    Progress ShareFile
    ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.
    Incentivized
    Read full review
    Scalability
    AdvisorEngine
    No answers on this topic
    Progress ShareFile
    I am a one person office. I have no idea how this software would scale to a larger office.
    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
    Progress ShareFile
    • All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
    • Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
    • ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.
    Incentivized
    Read full review
    ScreenShots

    Progress ShareFile Screenshots

    Screenshot of the ShareFile dashboardScreenshot of ShareFile's Outlook PluginScreenshot of the Projects interfaceScreenshot of ShareFile's link sharing optionsScreenshot of ShareFile's e-signature