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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Features Scorecard

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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 9 out of 10
Vetted Review
Verified User
Review Source
  • 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!
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Junxure has delivered! They continually strive to make their product better and to help you in any way they can.
  • They also take suggestions for future releases.
  • Junxure is well worth the expense due to the number of hours saved by the company and being able to see, at any moment, which tasks each employee has.
  • Our objective was to make one place where everyone could go to get information instead of using numerous applications.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Keeps track of every word said by a client.
  • Helps people outside of the investment world to get acclimated to the terminology.
  • Shows were you may have compliance blind spot (if you are watching your users, not to say there's a feature that tracks this specifically)
  • Being without a good CRM is like being without a map. Sure, you can probably get to where you are going, but you may need to backtrack, ask if anyone remembers where we were a month ago, and you will be beaten and muddy when you get there... I would just buy the map.
  • AKA, go get Junxure asap!