Junxure vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Junxure
Score 9.4 out of 10
N/A
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.N/A
Wealthbox CRM
Score 8.1 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
JunxureWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
JunxureWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
JunxureWealthbox CRM
Top Pros
Top Cons
User Ratings
JunxureWealthbox CRM
Likelihood to Recommend
9.4
(6 ratings)
8.0
(1 ratings)
Likelihood to Renew
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
JunxureWealthbox CRM
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.
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Starburst Labs
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.
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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!
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Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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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.
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Starburst Labs
  • 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.
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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.
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Starburst Labs
No answers on this topic
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.
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Starburst Labs
Wealthbox is more user friendly and has a better view
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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!
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Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
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ScreenShots