Reviews (1-1 of 1)
March 08, 2018
Score 8 out of 10
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.
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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.
Junxure Scorecard Summary
Feature Scorecard Summary
Junxure is customer relationship management (CRM) software owned and supported by AdvisorEngine since the January 2018 acquisition.
Categories: Customer Relationship Management (CRM)
Junxure Technical Details