Junxure Reviews & Product Details

Junxure Overview

What is Junxure?

Junxure is a CRM built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. Junxure features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session. Month after month, our technical support team earns a 98% approval rating - users love our support experts.

Junxure Details
Website
Languages Supported
English
Product Description

Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

How do you position yourself against your competitors?

Built by advisors for advisors. Capitalize on the richness of our products with consulting and training provided by industry experts, smooth data import services, industry leading technical support, and more.


Seller Details
Seller
Junxure
Company Website
Year Founded
2000
HQ Location
Raleigh, NC
Twitter
@JunxureCRM
2,345 Twitter followers
LinkedIn® Page
www.linkedin.com
26 employees on LinkedIn®

Overview Provided by:
Marketing Specialist at Junxure
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Junxure Reviews

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Independent Financial Advisor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us working from home. Productivity is at an all-time high! Nothing will get forgotten as everything is being kept track of. The best part is that our clients can access their investment data anytime. Review collected by and hosted on G2.com.

What do you dislike?

We dislike very little as a company, but we should mention that those who are not tech-savvy and not working digitally prior might struggle at first. Fortunately, we got free training for all our staff and are happy with the outcome. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Don't hesitate to move your work to a digital platform. Once you have done the training (which is free for you and your staff), your business will be more productive. You'll save a lot of time which can be spent on increasing profits. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

One of the major problems we faced before using Junxure was all the paperwork. Documents would get misplaced and filing cabinets were filling up. With Junxure being a cloud-based CRM, we have been able to go paperless. Not only are we saving time, but we are also saving the environment!

One of the many benefits includes being able to send mass emails and newsletters to our clients. This saves us time from having to email each person individually.

Having all our clients' data and information stored in one centralized hub makes our work more structured and easier to plan out our days. Workflow is like a well-oiled machine! Review collected by and hosted on G2.com.

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Financial Advisor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Householding options were great. Workflow options also worked well. Review collected by and hosted on G2.com.

What do you dislike?

Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

workflows were beneficial, prevented things from falling through the cracks. Householding options were also very functional and helpful. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Junxure has been a valuable asset that keeps us organized in regards to our clients and partners. Review collected by and hosted on G2.com.

What do you dislike?

The email capturing on the server level can pose some problems, though they are working to upgrade this. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Junxure is a nice CRM that is able to partner with ClientView, a secure portal used for financial clients. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Junxure has allowed us to pull detailed lists on accounts, relevant tags/classifications of records, and created an expedited way to obtain information quickly. Review collected by and hosted on G2.com.

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Chief Compliance Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes there are so many features you can get bogged down when just trying to complete simple steps. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Online access, modern software that is no longer dependent on internal staff to update, easy customer service. Review collected by and hosted on G2.com.

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Executive Assistant
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I love the Pending and Past Due tasks, the ability to assign queues to others, the workflow automation, and especially the customization. Also, the report assistant and the tags and classifications. Also, the ability to save templates in order to pull different reports. Review collected by and hosted on G2.com.

What do you dislike?

It's not 100% intuitive for some users. Some of my co-workers, especially the older ones, have issues using it. However, I can't blame Junxure for the latter. Also, occasionally I've had to contact Junxure when some of the Mass Data Change options weren't working. However, they did connect with me the same day, provide amazing support, and were able to fix the problem after troubleshooting with me. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Definitely participate in any and all training! Junxure is not 100% user intuitive until you've used it and explored for a bit. BUT it is a wonderful CRM system and the workflows are extremely useful... As long as the users know how to use it. :) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Problems solved: An all-use, to-do list for all possible clients. One of the best CRM managers I've seen. Benefits: Having a record of everything done for a client or prospect, a universal service you can access from anywhere with an internet connection, the ability to store documents and other items, and the ability to quickly pull reports. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I enjoy that the system really has so many possibilities to customize the experience. Being able to export out content from the system also really helps us with our reporting and for Compliance. We frequently use their Service Monitors to customize the experience for a client and make sure we're reaching out as needed so that they get the best experience from us. Review collected by and hosted on G2.com.

What do you dislike?

I dislike the system's inability to sync as seamlessly with our systems as I would like. There is just way too much of a manual process that I don't love to sift through. Additionally, we have a huge issue with the amount of content that's put into the system- we don't need that for everyone! I wish we could customize some of the information so that the clients that don't need a certain category or subsection could be hidden, rather than blank. Also, it's hard to understand when data has been updated in different sections; adding an automatic timestamp would be incredibly helpful in this scenario. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Recommendations would be to know exactly what content you want the system to be streamlined across all your clients; that way you don't arbitrarily fill out content for some and not others. Get a handle and maybe go to their conference to understand how others use it. Consistency is key here! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We log all of our client contact within the system; we can track when we need to speak to new clients or when it's been a while since we reached out. It helps us track the frequency of our client contacts as well as a central database for our data. Benefits are definitely "nudges" to talking to underserved clients. Review collected by and hosted on G2.com.

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Administrative Asst.
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Having a crm that has all information for each account in one place. Meetings, Phone calls, and other notes. We did not have a crm prior to this, we only used outlook. Review collected by and hosted on G2.com.

What do you dislike?

It is difficult to set up a new record and hard to figure out how to update the different sections. There are many places to put information and different places to link information within the record. I am learning but it definitely takes some time. Watching the learning videos is very helpful. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be sure you have the time to learn Junxure and that you have someone onsite who can help others in the office. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

1. Having information including emails and phone call notes available to everyone in the firm.

2. Scheduling followup meetings or phone calls with clients and prospects.

3. Having all workflows electronic and available to everyone in the firm so all employees are following proper procedure. Review collected by and hosted on G2.com.

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FSO Advisory Staff
Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Junxure is able to store data in a very organized fashion, if used correctly and all users are instructed thoroughly on how to organize / categorize items. Review collected by and hosted on G2.com.

What do you dislike?

It is not an intuitive software; data is not always available where you would expect it, and users often are not completely on the same page of how to classify everything. I have found it requires a serious training session to truly get everyone up to speed, and the time / effort for training a new user can be taxing. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I recommend sitting down with all the individuals using Junxure and training everyone the same way, so that all actions in the system are consistent and accurate. This will cut out the iterations of re-organizing the data stored, and will also make use of the system significantly easier in the long run. Overall, it is a good software, just takes a bit to get the hang of it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We used Junxure to organize and classify client data based on a number of criteria, so that we could run reports based on the data stored. It was effective in that sense, however it was sometimes difficult to modify existing data or keep everything organized correctly. Review collected by and hosted on G2.com.

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Manager of Operations
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The easy set up of all contacts. I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts), I was able to quickly import them via a simple tool that CRM provides within the application. Additionally, maintenance of these contacts is very simple. I also like the fact that you have a simple document retention system built into the software. It's a rather simple system but usable for small firms. Also, the Actions (reminders) are very easy to use and work with. There are single reminder actions as well as recurring actions and action sequences (each sequence denotes a specific action that needs to be taken before the next step can be performed) available for use. Review collected by and hosted on G2.com.

What do you dislike?

The document retention system that is built into the software utilizes Windows Explorer in order to display all documents/files associated to the given contact record. However, there is no "check-in/check-out" process involved, so users inadvertently delete a file, it will no longer appear in the documents list within the application. I guess I wish this system would have some form of controls placed on those documents to prevent user related issues. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Contact me to discuss this application and how you would use it and I can help you to implement it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This is a primary contact relationship management software and we utilize it daily. All of our employees rely on it for organization and reminders. As a matter of fact many of our users are expanding their knowledge of Junxure to include the use of recurring actions and action sequences - which has improved their ability to complete ongoing work that could take months to perform (it reminds them of the step they are on and what is needed in order to complete that step). Review collected by and hosted on G2.com.

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Digital Media & Marketing Coordinator
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Junxure makes it easy to work with another individual or a team of people within the office to accomplish the task at hand. Review collected by and hosted on G2.com.

What do you dislike?

It's very slow and not as user friendly as it could be. The reports section could use some updates - and after moving from Junxure desktop to Junxure cloud, it appeared that many features seemed to be lost, rather than improved upon. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It might not accomplish all the things you hope for - but it still gets the job done. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Junxure makes it easier to communicate with coworkers within the office. It's a quick place to leave a note about a phone call or client interaction for all to see. Review collected by and hosted on G2.com.

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Investment Analyst
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Simplicity and ease of use come to mind Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the notifications can be overwhelming Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use it Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Ease of communication and access to client info Review collected by and hosted on G2.com.

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AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

What was good about junxure was the reporting feature and the tags. It was straight forward, not all CRMs use those straight forward tags. Review collected by and hosted on G2.com.

What do you dislike?

It was very old fashioned and took a while to open. It wasn't cloud based and the desktop version would take very long to load. It would slow down the computer. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Junxure is or has already converted to the cloud. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Junxure helped organize and track emails, phone numbers, addresses and generic contact information. It was also helpful with tracking opportunities. Review collected by and hosted on G2.com.

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Client Service Manager
Investment Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

There are so many pieces you can put in to one task from e-mails to documents to follow up notes. The deliverables section allows you to set rules where you will get automatic reminders. The due dates allow you to keep track of things. The reports are pretty easy to use once you get the hang of them and allow you to easily export data in house. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing automatically time stamped. It would be great to have a note section AND a running feed of actions taken that were automatically time stamped. Right now, everything within a task is editable making it hard to track and verify who did what (SalesForce does a great job at this when you chatter to someone or save a change). Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The software is pretty malleable but if what you are doing is very time sensitive, get used to the CTRL+J function really fast to add your own time stamps. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It can be difficult to tell who did what and when, Record keeping is a little more confusing/difficult. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I love how everyone in the office has access to files since the beginning of the business! Review collected by and hosted on G2.com.

What do you dislike?

It needs to technologically updated. It's a little dated. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Using the same file at the same time with other colleagues Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data clean up is hardly the ideal use of anyone's time. As with any database, the database is only as good as the data within it.

Junxure keeps all of our clients and tasks organized. It is fairly user friendly, although not always the most intuitive. The Junxure support team is often available and good at solving our problems. Review collected by and hosted on G2.com.

What do you dislike?

Junxure has some small things that are frustrating and unavoidable. For example, you can only have 2 windows open at one time. I think that the software is kind of clunky. In order to access and run different reports, you have to go into sections that are not named very intuitively. Junxure almost has its own set of lingo and you have to REALLY understand it. With this program, it is imperative that you really understand its purpose, how it works, and best practices. Without proper training and procedures, there is no way to get all of the things out of Junxure that you can get to make the product worthwhile. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Receive training, implement best practices and procedures, and do more training. As with any database, the database is only good if the data and it's usage is effective. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to manage actions for our clients very easily. Junxure prevents things from falling through the cracks. For example, for one client we may have 15 different action items or tasks outstanding. Without a software that can manage those actions and track any progress, we would probably be lost. Junxure does a really good job of keeping an accurate record of everything.

Junxure helps us manage work flow and keep everything organized. It also serves as a great communication tool. When a client tells us about something, we can update the action item and FYI everyone in the office who needs to know about it. Review collected by and hosted on G2.com.

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AA
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Ability to customize, the amount of information you can enter, the customer service, training provided all excellent. Review collected by and hosted on G2.com.

What do you dislike?

There isn't much I don't like. Anytime I've had an issue Junxure support has solved it for me. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take advantage of the free training offered by Junxure. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Junxure is more than just a rolodex. It has the ability to keep detailed information about the client. And ways to customize fields to capture additional information that is above and beyond what Junxure recommends. Review collected by and hosted on G2.com.

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