Best For

Financial Services

Product Details

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

Contact Details

Junxure

http://www.junxure.com

Founded in 2001

Located in United States

Junxure Cloud Dashboard
Client Record
Client Portal
Client Portal - Statement
Customized branding

Starting Price

  • $65.00/month/user
  • Billed annually.

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours

Junxure Cloud Features

Junxure Cloud Reviews

Overall
3.5/5
Ease of Use
3/5
Customer Service
4.5/5

Showing Most Helpful

Showing 3 of 3 reviews

Showing Most Helpful

Showing 3 of 3 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
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Erin H.
Chief Investment Officer
Financial Services, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
November 7, 2017

“We are big fans of the team at Junxure. ”

OverallThe 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.
ProsWhat 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
November 7, 2017
Clark D.
Financial Planner
Financial Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
April 24, 2018

“Its ok, but is missing some key features”

ProsI 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.
ConsI don't like that it doens't have the ability to track expenses for each client. I believe the desktop application could do that.
Reviewer Source 
Source: Capterra
April 24, 2018
Amanda L.
CFP
Financial Services, 51-200 employees
Used the software for: 1-2 years
Overall Rating
2/5
Ease of Use
1/5
Features
2/5
Likelihood to Recommend
1/10
Reviewer Source 
Source: Capterra
May 17, 2019

“A little old school”

OverallI would suggest investing your money in software that is bit more updated (for the looks) and usability.
ProsOnce a person is used to using Junxure it becomes like an old friend. One can visually see the different layers of the software for each topical area.
ConsThe software is not visually friendly and is like staring at something out of the 80s.
Reviewer Source 
Source: Capterra
May 17, 2019