Name: Junxure
Rating: 9.2 (7 reviews)
Author: AdvisorEngine

Overview

Recent Reviews

Junxure is a great organization tool for any office

10 out of 10

March 24, 2022

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 …

Customizable tool to optimize resources for customer service

10 out of 10

February 11, 2022

Junxure has guaranteed productivity improvements with the use of functions that do not require coding, this means that the learning curve …

Great customer service and features with enhancements to come

9 out of 10

March 23, 2021

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, …

Great CRM! Increase productivity and get your time back!

9 out of 10

March 17, 2021

Junxure is being used by our entire organization as the main source of information. This includes projects and follow-up, client data, …

The best CRM to improve productivity!

10 out of 10

December 11, 2020

Junxure is being used in every department. From administrators to Advisors, we are all benefiting. Time management has seen the biggest …

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 …

Reviewer Pros & Cons

View all pros & cons

Create workflows so no steps are missed within any processes.
Notifications when actions are assigned to you by someone else would be helpful.

Verified User

Administrator in Finance and Accounting

Financial Services Company, 1-10 employees

Personalization shows that it is a very simple tool to use.
Junxure CRM robust and very easy to customize allowing changes to be made on the fly without any inconvenience, we improve the interaction with our cl...

Angela Alessandria O'sullivan

Key Account Manager

Mr. Cooper (Financial Services, 5001-10,000 employees)

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Junxure, and make your voice heard!

Record

Pricing

View all pricing

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

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

Pilot

$599

per month billed annually

What is Pilot?

Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses. Pilot's bookkeeping and tax plans are based on an annual subscription model with t pricing that scales with to a business's expense rate and business needs, such as connected institutions, bills, and…

Features Scorecard

No scorecards have been submitted for this product yet..

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.