About Junxure Cloud

Junxure Cloud is a cloud-based Customer Relationship Management (CRM) solution for financial advisors and investment firms that provides features such as streamlined homepages, workflow efficiency tools and a number of key third-party integrations. The system augments centralized client information capture and storage with "smart" automation to track and manage closer client relations. With demographic and financial data accessible in one place, basic / advanced search capability offers customized search criteria, while workflow automation ensures tasks and actions are addressed. Built-in financial reporting with chart visualization then aids the production of internal and sharable external reports that can also be run via the client portal.

The ClientView portal promises an integrated client wealth reporting, document storage and management, plus digital service support platform for advisory firms that operate with both Junxure Cloud and any existing portfolio management system. This public-facing self-service online portal gives clients single login access to viewing personal portfolio investment data, file sharing options, firm commentaries and corporate newsletters etc. Additional Junxure Cloud features then go on to include integration options for other platforms such as Advent, Citrix ShareFile, Constant Contact, Netx360, Orion, Wealthscape, Worldox and many more.

Key benefits of Junxure Cloud

  • Junxure Cloud is a cloud-based financial CRM solution that is advisor focused, providing centralized client demographic and financial information capture, plus unlimited data / document online storage.
  • Workflow management includes automation to drive task communication and completion, while reducing manual data entry and ensuring accuracy.
  • ClientView offers an integrated web portal for wealth reporting and document management, while multi-channel communication features provide public-facing support for clients.
  • Dashboard reporting provides the capabilities facilitate the creation of both internal company reports, plus attractively styled reports for external sharing with clients.
  • Additional features include social media integrations, built-in adoption tools, household options for contacts, plus basic / advanced search functionality with custom search criteria.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Junxure's home dashboard provides links to main areas including Actions, Opportunities and Records
    An example portfolio summary report, Assets Under Management, via the ClientView client portal accessible on tablets and web-enabled devices
    Client records store information including portrait images, contact data and action histories
    Statement breakdown shown within the ClientView client portal viewed on an iPhone device
    The statement center within the ClearView portal gives clients public-facing access to historical financial reports
    Clients can access the ClearView online portal with a single login on any web-enabled device
    Advisors are able to create detailed client reviews, made available to the client via the ClearView online portal
    ClientView can be branded to carry a firm's corporate identity and is accessible with a single login from any web-enabled device
    Customizable branding allows firms to have their name below the app-like link to the platform's ClientView online client portal
    View 10 more
    Junxure Cloud video
    Junxure Cloud video
    Junxure Cloud screenshot: Junxure's home dashboard provides links to main areas including Actions, Opportunities and Records Junxure Cloud screenshot: An example portfolio summary report, Assets Under Management, via the ClientView client portal accessible on tablets and web-enabled devices Junxure Cloud screenshot: Client records store information including portrait images, contact data and action histories Junxure Cloud screenshot: Statement breakdown shown within the ClientView client portal viewed on an iPhone device Junxure Cloud screenshot: The statement center within the ClearView portal gives clients public-facing access to historical financial reports Junxure Cloud screenshot: Clients can access the ClearView online portal with a single login on any web-enabled device Junxure Cloud screenshot: Advisors are able to create detailed client reviews, made available to the client via the ClearView online portal Junxure Cloud screenshot: ClientView can be branded to carry a firm's corporate identity and is accessible with a single login from any web-enabled device Junxure Cloud screenshot: Customizable branding allows firms to have their name below the app-like link to the platform's ClientView online client portal

    Features

    Total features of Junxure Cloud: 29

    • Action Management
    • Action Planning
    • Asset Management
    • CRM Integration
    • Calendar Sync with Google
    • Client Management
    • Client Portal
    • Contact History
    • Customizable Branding
    • Dashboard Creation
    • Data Import
    • Data Migration
    • Demographic Data Collection
    • Document Management
    • Document Storage
    • Document Templates
    • Email Integration
    • Microsoft Outlook Integration
    • Multi-Channel Communication
    • Portfolio Management
    • Records Management
    • Reporting & Statistics
    • Search Functionality
    • Secure Data Storage
    • Social Media Integration
    • Task Management
    • Third Party Integration
    • To-Do List
    • Workflow Management

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    Reviews

    Overall rating

    4,4 /5
    (20)
    Value for Money
    4,6/5
    Features
    4,2/5
    Ease of Use
    4,3/5
    Customer Support
    4,9/5

    Already have Junxure Cloud?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

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    Showing 5 reviews of 20
    Malise H.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    The best CRM for workflow

    Reviewed on 2020/12/05

    Our workflow is more streamlined, and productivity is at an all-time high! All staff can see what...

    Our workflow is more streamlined, and productivity is at an all-time high! All staff can see what their tasks are for the day, and assigning new tasks is easy. The customer service is also exceptional! The staff are on hand to help you with any queries and are always open to suggestions.

    Pros

    Junxure Cloud is easy to use. The dashboard is simple and arranged like tiles, so we never have to look for something. We can arrange these tiles on how we want them to be according to our company's needs. We can see the workflow monitor from anywhere, which is perfect for temporarily working from home. Everything is cloud-based, so no information will go missing. We also love that they are constantly updating the software to align with the ever-changing financial services industry.

    Cons

    Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can't live without it!

    Adam F.
    Overall rating
    • Industry: Insurance
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Love this software!

    Reviewed on 2021/01/20

    Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to...

    Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to the cloud version in 2018 I believe.
    Junxure does all the things we need it to and more, this is why we have utilized this application for over 10 years!

    Pros

    ability to make grids with tons of data points available
    grids are customizable so that individual users can set themselves up for how they will work best
    action tracking for daily tasks
    opportunities enable us to track cases through the pipeline
    data can be exported to excel for easy reporting
    application is very user friendly

    Cons

    There are limitations to the amount of data that can be exported to excel. Initially, it was 50, now it is 200 and Junxure is working on it being unlimited.

    Amanda L.
    Overall rating
    • Industry: Financial Services
    • Company size: 51-200 Employees
    • Used Other for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 1.0 /10

    Outdated

    Reviewed on 2020/07/16

    Overall I would say that it needs a complete reboost.

    Overall I would say that it needs a complete reboost.

    Pros

    Once you figure out how to navigate the software it isn't bad. The tabs make it appear to be easy to visually navigate.

    Cons

    Clunky and outdated. I think the software is older so every update is based on an older underlying software platform.

    Kerry B.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Where Would We Be Without Junxure?

    Reviewed on 2020/11/24

    When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate...

    When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate this system is. After watching every single video to prepare for our migration, I was ready to jump in. After using the system for well over a year, and attending >Drive 2019, I have find myself to depend on this system to keep me organized. My absolute favorite tasks within a work day, is when I get to go into our data and add additional tags, or clean up fields throughout the system or create spreadsheets directly from the site. I can attest that this office definitely relies on Junxure to accomplish our everyday tasks but this system has also allowed us to expand to other opportunities, such as Constant Contact. Everyday I find a new reason to appreciate Junxure.

    Pros

    Junxure is the hub for any and all information when it comes to our clients. If it is not in Junxure, it didn't happen. Junxure makes it extremely easy to collaborate with coworkers on daily tasks and processes but also keep up with client accounts.

    Cons

    I wouldn't say I dislike anything about this software. Although, I think there are features included that our office cannot utilize. It would be nice to be able to "mute" a feature from my screen to get rid of added clutter that we unfortunately cannot take advantage of at this time.

    Jaimee C.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great functionality, but there's a learning curve.

    Reviewed on 2021/02/03

    It's helped organize us, be more efficient, store all client documents in one place, virtually,...

    It's helped organize us, be more efficient, store all client documents in one place, virtually, generate reports, create easy mailing labels, etc.

    Pros

    There are SO many features in Junxure. It stores so much data, there are so many great ways to create reports and splice data many ways. It's a very robust system that's for sure.

    Cons

    It does take a while to learn how to use the software, so I wish it was a bit more intuitive, especially when it comes to customizing a user's view/consolidating some information. I also wish that you could add more than one primary number (ie a home phone and a cell phone) so that they would show up on the main record page since some clients still use both (same with email). I wish that the integration with TD Ameritrade would be more up front instead of so many clicks away. Intergrating Junxure with our phone system would be AMAZING!

    Showing 5 reviews of 20 Read all reviews

    Junxure Cloud FAQs

    Below are some frequently asked questions for Junxure Cloud.

    Junxure Cloud offers the following pricing plans:

    • Starting from: US$65,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    $65 per user, per month, billed annually

    Junxure Cloud offers the following features:

    • Action management
    • Action planning
    • Asset management
    • Basic & advanced search functionality
    • CRM integration
    • Calendar sync with Google
    • Client management
    • Client portal
    • Customizable branding
    • Dashboard creation
    • Data import
    • Data migration
    • Demographic data
    • Document storage
    • Document templates
    • Email integration
    • Interaction tracking
    • Microsoft Outlook integration
    • Portfolio management
    • Records management
    • Reporting & statistics
    • Secure data storage
    • Segmentation
    • Social media integration
    • Task management
    • Third party integration
    • To-do list
    • Workflow automation
    • Workflow management

    Junxure Cloud has the following typical customers:

    Large Enterprises, Mid Size Business

    Junxure Cloud supports the following languages:

    English

    We do not have any information about what devices Junxure Cloud supports

    Junxure Cloud integrates with the following applications:

    Constant Contact, Microsoft Outlook, NetX, ShareFile

    Junxure Cloud offers the following support options:

    Phone Support, Online Support, Video Tutorials

    Related categories

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