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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Skype (discontinued)
Score7.1 out of 10
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Skype (the personal edition or Skype free) was a web meeting, video conferencing, and VoIP software, now superseded by Microsoft Teams' free edition and unsupported from May 2025.
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
Having interacted with a new replacement tool, Microsoft Teams, it is challenging to recommend Skype, as it lacks some essential features, such as being less equipped with the latest updates, and it is not platform-independent, causing issues on PCs and phones, as well as during calls that might hinder work.
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. TR verified that a representative sample of customers was invited. 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!
The instant chat function is great. Very straightforward, easy to use, easy to learn, no technical issues.
Video calls are pretty easy also, user friendly and a mostly stable connection with no issues.
Voice calls are easy also, eliminates the need for an external landline or the need to use your cell phone. Clear connections, not really any dropped calls.
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
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
Skype is not as good as Facetime in terms of ease to glance at it and figure out how it works. I think that's a result of Skype trying to be too many things at once. A lot of the menu and UI could be streamlined, and I would jettison some of the additional functions that have been tacked on over the years to simplify. That being said, while some options are slightly hard to find, they all work flawlessly once found.
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 am not aware of the current support level for Skype for business, as I have never used even though I have the product. However, the support for Skype's personal paid users is not where it could be. Users who pay for Skype features do not have a clear path to reach out to support. So, rating 6, can be better as soon as I need to use Skype for business support and get a good experience. I will say that I will renew Skype for Business subscription, which is a significant inconsistency on my end. The explanation is that Skype for Business comes bundled with Office for Business, with no additional cost, so why not.
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
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
We use Skype in combination with Grasshopper. While Grasshopper acts as a routing toll free number with extensions, if we are making calls directly, we do it through Skype. Skype's desktop and mobile apps are easier to use, and provide unlimited local calls at a flat, affordable rate. Allowing our team to use their existing mobile or desktop devices without additional hardware for business office phone calls is important, and Skype makes that possible
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
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
