Who Uses This Software?

Financial Services


Average Ratings

2 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Pricing Details
    Billed annually.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Junxure
  • www.junxure.com
  • Founded 2001
  • United States

About Junxure Cloud

CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.


Junxure Cloud Features


Junxure Cloud Reviews Recently Reviewed!


Capterra loader

We are big fans of the team at Junxure.

Nov 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: What I like best about Junxure is their constant upgrading of the software with additional features. The team is very responsive to client requests and there are a number of features that we have requested that are now part of the software.

Cons: The biggest weakness historically is that the user had to scroll a little too much to find information. However, with a recent upgrade, the new interface has solved that problem.

Overall: The biggest benefit of the software is supervising and managing the firm's tasks. Additionally, from a compliance perspective, the software and its reporting is great.

Its ok, but is missing some key features

Apr 24, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Pros: I like how i can track outstanding tasks for clients of the firm. I also like the ability to have it show up on your task list.

Cons: I don't like that it doens't have the ability to track expenses for each client. I believe the desktop application could do that.