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Junxure is a financial advisor CRM platform that enables businesses to streamline their workflow, simplify their technology, and provide clients with the best-in-class service.
Category
Financial Advisers CRM Software
Features
• The customize search feature provides basic and advanced search functionality along with customized search criteria • The key integrations feature reliably captures client financial data from top technology providers • The automation of workflows feature allows users to manage their workflows to ensure tasks are communicated and completed • Capture vital client demographic and financial information in one place • Enhance the productivity of the advisors and help to create a centralized user experience • Facilitates creation of helpful internal reports as well as enable businesses to provide attractive reports to their clients
License
Proprietary
Price
$65/user/month
Pricing
Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
Company
Junxure
What is best?
• The customize search feature provides basic and advanced search functionality along with customized search criteria • The key integrations feature reliably captures client financial data from top technology providers • The automation of workflows feature allows users to manage their workflows to ensure tasks are communicated and completed • Capture vital client demographic and financial information in one place
What are the benefits?
• Harnesses the power of meaningful data • Forces deeper client relationships • Scale up using smart automation • Streamline the workflow and simplify the technology
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.8
8.5
Features & Functionality
8.6
9.3
Advanced Features
8.8
9.4
Integration
8.7
9.5
Performance
8.6
9.7
Customer Support
8.7
9.8
Implementation
9.8
Renew & Recommend
9.8
Bottom Line
Junxure is a financial advisor CRM platform that enables businesses to harnesses the power of meaningful data, forge deeper client relationships, and scale using smart automation.
8.7
Editor Rating
9.5
Aggregated User Rating
10 ratings
You have rated this
Junxure is a financial advisor CRM platform that enables businesses to streamline their workflow, simplify their technology, and provide clients with the best-in-class service.
Junxure also harnesses the power of meaningful data, forces deeper client relationships, and scale using smart automation. The key features offered by Junxure include centralized client information, automation of workflows, reporting tools for the company and its clients, searches that are customized, and critical integrations. Junxure offers a number of training options that suit firm's unique needs.
It includes introductory how-tos and highly customized learning programs. The data migration department at Junxure provides onboarding specialists that help to provide a smooth transition to Junxure. With Junxure, enterprises have an excellent platform to reduce data entry, minimize errors, ensure up to date information, and streamline the workflows.
Junxure also provides important portfolio management, reporting, and back office solutions that enhance the productivity of the advisors and help to create a centralized user experience. The centralized client information feature offers an excellent opportunity for users to capture vital client demographic and financial information in one place.
The automation of workflows feature allows users to manage their workflows to ensure tasks are communicated and completed. With the reporting feature, businesses together with clients have an excellent platform that facilitates the creation of favorable internal reports as well as enabling companies to provide attractive reports to their clients.
The customized search feature offers basic and advanced search functionality along with tailored search criteria. The key integrations feature reliably captures client financial data from top technology providers.
The best part of Junxure is the easy client onboarding process, being paperless, and accessing clients' information from anywhere.
What are the benefits?
The major benefit is that you and your staff will increase productivity. With increased productivity comes increased profits! You'll save time on admin, which can instead be used in bringing in more business.
Company size
Small (<50)
User Role
Super User
User Industry
Financial services
ADDITIONAL INFORMATION By implementing Junxure Cloud into our business, we spend less time with unnecessary admin and have more time to interact with our clients. Our workflow is more structured, and our processes are smooth. Our lives are a lot more organized!
Best CRM for productivity and workflow
The best part of Junxure is the easy client onboarding process, being paperless, and accessing clients' information from anywhere.
The major benefit is that you and your staff will increase productivity. With increased productivity comes increased profits! You'll save time on admin, which can instead be used in bringing in more business.
Small (<50)
Super User
Financial services
ADDITIONAL INFORMATION
By implementing Junxure Cloud into our business, we spend less time with unnecessary admin and have more time to interact with our clients. Our workflow is more structured, and our processes are smooth. Our lives are a lot more organized!