AdvisorEngine CRM Review

Overview

Junxure provides CRM solutions as well as technology, training, and consulting services. It delivers robust workflow automation capabilities and the ClientView module which offers a secure client portal to help you expand your services to the internet. 

Junxure’s CRM application has won many awards and it assists advisors to streamline workflows via automation, lower IT overhead, and boost the client experience with effective data tracking. Main functionalities include reports for you and your clients, correspondence tools, and smooth integrations. With Junxure, all advisors and other employees in your company can collect and store all their customer interactions in a single secure location for effortless sharing.

Benefits

Useful Capabilities

Junxure Cloud is a cloud-hosted financial CRM program for investment firms and financial advisors. It offers tools such as third-party integrations, workflow efficiency features, and streamlined homepages. The platform goes beyond centralized info gathering and storage, and proffers intelligent automation to help you manage and track closer customer relations. It provides financial and demographic data in a single place, and basic and advanced search features with customized search criteria. Plus, workflow automation allows you to address actions and tasks. Financial reporting capability with chart visualization permits you to generate internal as well as sharable external reports that you can also run through the client portal.

ClientView Portal

This module presents features such as file storage and management, integrated customer wealth reporting, and an electronic service support system for advisory companies that use both Junxure Cloud and another portfolio management solution. ClientView is a self-service web portal that offers clients easy access to personal investment info, corporate newsletters, firm commentaries, document sharing options, and more. In addition, Junxure Cloud proffers integration choices for other applications such as Worldox, Wealthscape, Orion, Nex360, Constant Contact, Citrix ShareFile, Advent, and others.  

Other Advantages

Junxure Cloud provides unlimited document/data online storage.

Workflow management capability includes automation to facilitate task completion and communication, while minimizing manual data input to ensure accuracy.

ClientView presents an integrated online portal for document management and wealth reporting, while multi-channel communication tools help you to offer public-facing support to your clients.

With the dashboard reporting feature, you can create internal company reports  as well as attractively designed external reports that you can share with your clients.

Finally, other key functionalities include household options for contacts, inbuilt adoption tools, and social media integrations.

Product Features

Pricing

Junxure pricing is $65/user/month (billed annually). Contact the company for more details.