Junxure

Junxure

About TrustRadius Scoring
Score 9.2 out of 100
Junxure

Overview

Recent Reviews

Junxure, your next CRM!

8 out of 10
March 08, 2018
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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Product Details

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.

Junxure Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

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Reviews and Ratings

 (7)

Ratings

Reviews

(1-6 of 6)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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.