Junxure Cloud Pricing, Features, Reviews & Comparison of Alternatives

Junxure Cloud

Cloud-based CRM solution for financial advisors

3.67/5 (3 reviews)

Junxure Cloud overview

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.


Starting from
Pricing options
Value for money
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Business size



United States

Supported languages

Junxure Cloud screenshot: Junxure's home dashboard provides links to main areas including Actions, Opportunities and RecordsCRM Workflows for Financial AdvisorsJunxure Cloud screenshot: An example portfolio summary report, Assets Under Management, via the ClientView client portal accessible on tablets and web-enabled devicesJunxure 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 deviceJunxure Cloud screenshot: The statement center within the ClearView portal gives clients public-facing access to historical financial reportsJunxure Cloud screenshot: Clients can access the ClearView online portal with a single login on any web-enabled deviceJunxure Cloud screenshot: Advisors are able to create detailed client reviews, made available to the client via the ClearView online portalJunxure Cloud screenshot: ClientView can be branded to carry a firm's corporate identity and is accessible with a single login from any web-enabled deviceJunxure Cloud screenshot: Customizable branding allows firms to have their name below the app-like link to the platform's ClientView online client portalGet to Know Junxure Cloud

Junxure Cloud reviews


Very good


Value for money
Ease of use
Customer support
Erin Hynek, CAIA

We are big fans of the team at Junxure.

Used daily for 2+ years
Reviewed 2017-11-07
Review Source: Capterra

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.

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.

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 9/10

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Clark Drishinski

Its ok, but is missing some key features

Used daily for 2+ years
Reviewed 2018-04-24
Review Source: Capterra

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.

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 6/10

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Amanda Legler

A little old school

Used daily for 1-2 years
Reviewed 2019-05-17
Review Source: Capterra

I would suggest investing your money in software that is bit more updated (for the looks) and usability.

Once 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.

The software is not visually friendly and is like staring at something out of the 80s.

Rating breakdown

Ease of use

Likelihood to recommend: 1/10

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Junxure Cloud pricing

Starting from
Pricing options
Free trial
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$65 per user, per month, billed annually

Junxure Cloud features

CRM Integration
Customizable Branding
Email Integration
Reporting & Statistics
Social Media Integration
Third Party Integration

API (357 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (158 other apps)
Automatic Notifications (194 other apps)
Calendar Management (180 other apps)
Custom Fields (146 other apps)
Customer Database (151 other apps)
Customizable Reporting (159 other apps)
Customizable Templates (165 other apps)
Data Import/Export (174 other apps)
Electronic Payments (130 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)

Additional information for Junxure Cloud

Key features of Junxure Cloud

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