Junxure Cloud Features

Junxure Cloud

Cloud-based CRM solution for financial advisors

3.67/5 (3 reviews)

Junxure Cloud Feature Summary

  • 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

Competitor Feature Comparison

Action Management
Action Planning
Activity Management
Asset Management
CRM Integration
Calendar Management
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
Role-Based Permissions
Search Functionality
Secure Data Storage
Social Media Integration
Task Management
Third Party Integration
To-Do List
Workflow Management
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Action Management
Action Planning
Activity Management
Asset Management
CRM Integration
Calendar Management
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
Role-Based Permissions
Search Functionality
Secure Data Storage
Social Media Integration
Task Management
Third Party Integration
To-Do List
Workflow Management
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Action Management
Action Planning
Activity Management
Asset Management
CRM Integration
Calendar Management
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
Role-Based Permissions
Search Functionality
Secure Data Storage
Social Media Integration
Task Management
Third Party Integration
To-Do List
Workflow Management
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Junxure Cloud Feature Reviews

2 reviewers had the following to say about Junxure Cloud's features:

Erin Hynek, CAIA

We are big fans of the team at Junxure.

2017-11-07

Additionally, from a compliance perspective, the software and its reporting is great.

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

However, with a recent upgrade, the new interface has solved that problem.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Clark Drishinski

Its ok, but is missing some key features

2018-04-24

Pros

I like how i can track outstanding tasks for clients of the firm.

Cons

I don't like that it doens't have the ability to track expenses for each client.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more