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

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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
We use Junxure in the office to delegate action items for our clients between our employees. I use Junxure every single day to organize my workflow and organize my day. Junxure is a very helpful tool to make sure that work is divided evenly, there is a detailed record of actions on client accounts, and to be sure that no steps are missed within any process.
Angela Alessandria O'sullivan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Junxure has guaranteed productivity improvements with the use of functions that do not require coding, this means that the learning curve is very easy, improving our experience. Customer service is already a personalized and easy job to implement in many work areas, this shows that Junxure is the most suitable CRM to have a personalized relationship with customers. Junxure automation helps to more quickly distalize the most relevant information data for customers and thus improve their direct experience with the company, information control can be easily customized according to our goals and we can also make changes on the fly to have a register of the interests of our clients.
Score 9 out of 10
Vetted Review
Verified User
Review Source
It is used by every employee at our company as a CRM software to document client contacts based upon time and date and details of contact, upcoming actions, workflows such as opening accounts or money transfers, organize and save client paperwork, and to efficiently complete reoccurring office tasks that are administrative in nature or in relation to key compliance tasks.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Junxure is being used by our entire organization as the main source of information. This includes projects and follow-up, client data, emails (both client and interoffice), status of projects, mass client notification emails, and documents. We also have integrated with many other platforms to allow us to use Junxure as our hub or main source of data.
Malise Holder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Junxure is being used in every department. From administrators to Advisors, we are all benefiting. Time management has seen the biggest improvement, as we are spending less time with paperwork. We are all more organized, as we set the dashboard according to our company's needs. We never have to look for anything; everything is structured and has a place. Workflow and productivity have increased exponentially. The integration with Office 365 has helped us save a lot of time too. We have synced all our contacts and our calenders and even send out mass emails and newsletters from the platform.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.