Junxure vs. Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Junxure
Score 9.5 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
Wolters Kluwer CCH ProSystem fx
Score 8.7 out of 10
N/A
Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities.N/A
Pricing
JunxureWolters Kluwer CCH ProSystem fx
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
JunxureWolters Kluwer CCH ProSystem fx
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
JunxureWolters Kluwer CCH ProSystem fx
Top Pros
Top Cons
Best Alternatives
JunxureWolters Kluwer CCH ProSystem fx
Small Businesses
Creatio
Creatio
Score 9.1 out of 10
Dext Prepare (with Receipt Bank)
Dext Prepare (with Receipt Bank)
Score 9.1 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Vertex
Vertex
Score 8.4 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Vertex
Vertex
Score 8.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
JunxureWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
9.5
(6 ratings)
9.0
(1 ratings)
Likelihood to Renew
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
JunxureWolters Kluwer CCH ProSystem fx
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.
Read full review
Wolters Kluwer
If you want to streamline your record keeping, daily accounting tasks, and tax prep and review, CCH ProSystem fx will greatly increase your productivity by integrating all those needs. It is very useful for any professional that wants high quality and reliable software to aid your daily accounting work or tax returns.
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
Wolters Kluwer
  • user friendly
  • everything is digitized
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.
Read full review
Wolters Kluwer
  • Sometimes opening the Document program can be slow--I have to be patient.
  • Lots of options and commands, takes some time to get used to and master the programs.
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.
Read full review
Wolters Kluwer
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.
Read full review
Wolters Kluwer
Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.
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!
Read full review
Wolters Kluwer
No answers on this topic
ScreenShots