Junxure Reviews

2 Ratings
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Score 7.8 out of 100

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Anonymous | TrustRadius Reviewer
Score 8 out of 10
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I have been working in the FinTech industry for about 5 years. I have yet to become a credentialed advisor because the need for tech-savvy admins are becoming more and more important for small firms every day. Junxure is a fantastic CRM (specifically the Cloud version, I don't know much about the older version), and is fine-tuned to the needs of an advisory firm. If you are unfamiliar with what a CRM does, it allows your whole team to track the notes from client interactions and share them with everyone. Whether it's for Compliance, Marketing, or just details about the family, a CRM keeps your whole team in harmony, and Junxure is an amazing option.
  • Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day!
  • Great list of integrations and partners
  • Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline.
  • It's so clean, it's so easy to use. People will get it day 1!
  • 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.
If you are approved to use Junxure, go for it! There are other great options available, but I have no specific gripes about Junxure. It's easy to use, it's easy to teach (important when you are trying to show it to a 70-year-old advisor) and keeps your team on the same page. I don't know that I would fight my BD to get it approved, but if you have it as an option, it is worth a look.
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Junxure Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (1)
9
Workflow management (1)
8
Opportunity management (1)
9
Contract management (1)
7
Quote & order management (1)
9
Interaction tracking (1)
9
Channel / partner relationship management (1)
7
Case management (1)
10
Help desk management (1)
10
Lead management (1)
10
Email marketing (1)
10
Task management (1)
8
Billing and invoicing management (1)
9
Reporting (1)
8
Pipeline visualization (1)
9
Customizable reports (1)
7
Custom fields (1)
8
Custom objects (1)
8
API for custom integration (1)
6
Single sign-on capability (1)
8
Role-based user permissions (1)
10
Social data (1)
8
Social engagement (1)
8
Marketing automation (1)
9
Compensation management (1)
10

About Junxure

Junxure is customer relationship management (CRM) software owned and supported by AdvisorEngine since the January 2018 acquisition.

Junxure Technical Details

Operating Systems: Unspecified
Mobile Application:No