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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Sisense
Score6.9 out of 10
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Sisense is a BI software and analytics platform. With what the vendor calls their In-Chip™ and Single Stack™ technologies, users have access to a comprehensive tool to analyze and visualize large, disparate data sets without IT resources.
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
I believe Sisense is perfectly suited for any organization of any size that have access to the proper resources, as the tool is very expensive. The data connectors come in all shapes and sizes out of the box, which allows a great deal of data control within the ElastiCubes. Additionally, while the platform only runs on Windows platforms, the web application can be accessed on any client: mobile, Apple, Windows, etc. This allows a much more flexible user experience, resulting in data and dashboards reaching further than 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
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
The usability of the application on mobile devices needs some improvement, especially navigation and filtering.
Dashboards that are created by multiple users can be a bit of a hassle to share by Admins.
If you need to embed dashboards into your website, you are require to buy a license separate from the user and platform license. This is a norm on most BI visualization tools, but Sisense can seem a bit on the high side, cost-wide.
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
I think the business and myself as a user has come to rely on SiSense as a dashboarding and quick ad-hoc reporting tool. I am hoping to integrate SiSense dashboards into more parts of the business in the future. We have reduced our report turn-around time for the most part from hours/days to minutes and in some cases almost the speed of thought. Reports are also easier on the eye and more easily distributed. I would also like to say that the support and professionalism from the SiSense team has been excellent.
New V5 is ground floor of an exciting collection of possibilities. Weekly Sisense developers come up with new functionality that they share with us in their forums. The move to HTML5 has been pleasing in that widgets auto size themselves into appropriate forms in the board but everyone of them can be popped out to full page size to be looked at in more detail
There are very few situations when there is unexpected downtime. Mostly during development, new dashboard implementation and during upgrades. other then that there were very few crashes.
SiSense is usually performing better then other solutions even if going for complex reports/dashboards(of course within reasonable frames). I haven't noticed any bad influence on other systems, usually if something happens it stays within SiSense.
SiSense's support ninjas are very knowledgeable and are exceptionally responsive. So far, all of the issues we ran into were resolved within minimum time. My sense of dealing with the support staff at SiSense is that they are very focused on not just answering your immediate question, but also to delve into the cause of the matter.
Easy and free training that allowed us quickly understand basics in SiSense and start using them. More advanced features requires some browsing through SiSense forums, but there is always support to help, and SiSense support is one of the best whith which I worked so far.
Many examples, videos and scenarios which you try on your own right away. This combined with in-person training gives you enough to utilize most of SiSense's power.
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
1) Easy to use, really, there is nothing too much to say. The set up is easy and not confusing. You can use it internally or externally.
2) Customer Service, having spoken to various product reps from similar industry. Sisense rep provides you with the best support to get started, and it is really appreciated.
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
