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Junxure

Junxure

Overview

What is Junxure?

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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Recent Reviews

TrustRadius Insights

Junxure is a comprehensive CRM software that serves as the central hub of information for organizations, providing a wide range of use …
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Junxure, your next CRM!

8 out of 10
March 08, 2018
Incentivized
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 …
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Pricing

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What is Junxure?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Redtail CRM?

Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

What is Creatio?

Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.…

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Product Details

What is Junxure?

Junxure Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(7)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Junxure is a comprehensive CRM software that serves as the central hub of information for organizations, providing a wide range of use cases for different departments. From project management to client data and email communication, Junxure is praised by users as an essential tool for streamlining workflow and improving overall productivity.

One of the key benefits of Junxure is its integration with other platforms, making it the main source of data for every department within an organization. By acting as a hub, Junxure allows administrators, advisors, and other employees to access all relevant information in one place, saving time and effort. Users have reported improved time management and increased organization by customizing the dashboard to their company's specific needs.

The software's ease of use and intuitive interface have been highly appreciated by users, as it does not require any coding knowledge. This results in a smooth learning curve and an enhanced user experience. The integration with Office 365 has proven particularly valuable, enabling users to sync contacts, calendars, and easily send mass emails and newsletters from the platform. This integration has saved users a significant amount of time.

Junxure is widely recognized as an excellent CRM solution for personalized customer relationships. It facilitates personalized customer service across various work areas, allowing employees to quickly distill relevant customer information and provide a tailored experience. Users can easily customize information control and make real-time changes to efficiently track client interests.

For advisory firms, Junxure excels as a CRM system that enables teams to document client interactions, share notes for compliance and marketing purposes, and delegate action items between employees. It serves as a central repository for client contacts, upcoming actions, workflows, and administrative tasks. Overall, Junxure is valued for its extensive functionality and its ability to enhance the direct experience clients have with the company.

Successful integration with various tools: Users have found that Junxure integrates well with popular tools such as Riskalyze, Orion, Schwab, MGP, and Office 365. They appreciate the convenience of accessing client data immediately upon logging in, eliminating the need for multiple tools.

User-friendly interface and helpful support: Reviewers commend Junxure's user-friendly tools and website for their ease of navigation. They also mention the availability of support tools and a responsive support team that effectively addresses any questions or concerns.

Automation of repetitive tasks: Users emphasize the ability to automate repetitive tasks through Junxure. Creating workflows and monitoring their progress is considered a valuable feature. Additionally, users appreciate the functionality to alert colleagues about task status without resorting to email or chat communication.

Limited integration options: Some users have mentioned that Junxure's integration options are limited compared to competitors like Redtail and SF. However, this has not caused any major issues for them.

Lack of customizable home screen: Several reviewers have expressed their disappointment with the lack of customization options for the home screen in Junxure. They feel that this results in wasted space and requires extra clicks to access the desired information.

Difficulty accessing detailed records: A common concern among users is that it takes quite a few clicks to access detailed records in Junxure, which can make the process less efficient. They would prefer a more streamlined approach to retrieve specific information.

Attribute Ratings

Reviews

(1-6 of 6)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
I think that Junxure is well suited for almost any office scenario. It is beneficial in making sure all employees are on the same page for client actions and that a detailed history is kept which can be referred to in the future. It helps to simplify all processes so would be helpful in any office.
Angela Alessandria O'sullivan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It is a tool that is very easy to customize and also to use, this helps to serve our clients in a more personalized way with a modern strategy that does not require expert coders. To recommend a product, aspects of operation, usability and profitability must be considered and Junxure meets these three requirements without problems, we can also mention that it is a scalable tool.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It’s well suited for document management, CRM needs (especially in that it can automatically import emails), and report generation (such as needing to see all local clients and their addresses or all clients who have a complaint on file, or last contact of a client). They have some version of being able to send out mass emails I believe but we never use that function because it seems clunky.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Malise Holder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Junxure has proven to be the best thing for our company, especially during COVID-19 and quarantine. We are all able to work from home and access all our clients' data online. We can assign tasks to each other without having to be in the same office space. Productivity and growth increased, and we have been able to focus more on our clients and their needs.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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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