What we enjoy with Junxure Cloud is the ability to customize the program to meet our needs. We are in the middle of a culture shift, trying to find a better way for our different teams to work together. Junxure Cloud helps us promote the cohesive service that we provide to our clients.

We looked at Redtail, but it was way too simple and not customizable to fit our needs. We also looked at Outlook, but again it wasn't at all customizable. We like having all the customized fields that come standard with Junxure Cloud.

Clients are handing us their life savings. That can be a nervous time for them. We want the process to run smoothly. All departments participate in client onboarding. Junxure makes onboarding smooth, consistent, manageable, trackable.

We really see the power that Junxure brings to our process and our workflow. It continues to enhance cross-departmental work and communication.

Junxure is truly a business partner. They have a great team. The best training experience I've had with any vendor is with Junxure - very professional, and well worth the extra money. Other vendors could learn a thing or two from how they do it at Junxure.

Junxure is one of the best purchases I have made to help my company continue to grow.

My support rep was extremely knowledgeable and patient. He went above and beyond. Junxure Support is what customer service should be for every company.

Love the practical application of the tools provided by Junxure to solve challenges our office faces in tracking an already existing culture of compliance.

The recording capabilities that Junxure has are incredibly helpful to us. We can scan documents, record phone calls and notes and assign tasks. Everything we do in the office is captured.

The trainer did a SUPER job! I am appreciative of her commitment to use her time wisely, there were NO wasted words. I was just totally impressed. I saw some lights go on in both of my assistants during the training.

Transitioning to the cloud and having the ability to work remotely is tremendously powerful for our firm. No matter the circumstances – including inclement weather – I can always access Junxure Cloud and continue to serve my clients. Junxure Cloud doesn’t miss a beat with functionality, either. I’m anxious and excited for future releases.

I am thankful that we signed up for Back on Track. The training is presented just for our practice. Junxure has done the research to lay the ground rules for the way most offices want to and should run their businesses. Each office does their own fine tuning as appropriate, but these sessions are a powerful tool to get 'back on track.

Junxure is one of the best purchases I have made to help my company continue to grow. Its framework has helped us internally and externally with better communication and consistent service and has allowed us to continue to grow and expand. We are no tech geeks here, however we continue to be pleased with Junxure’s ease of use and the service help available. As we grow, Junxure is growing with us not only in providing capabilities which we have not yet tapped but in continuing to update what is offered. Junxure is tailor-made for a financial planning business.

We are very happy with Junxure Cloud! The biggest impact we’ve seen is with our document storage.Having this feature built into the Cloud has really helped us to work remotely, or anywhere, since we’ve been able to electronically keep track of application forms, tax returns, trade and cash management confirmations, as well as other financial documents.

We sincerely want to thank the Junxure support team for all that you do for us - their caring manner, pleasantness, professionalism and extreme attempts to help us. We can’t thank you enough for the time spent to make sure all was okay.

With all of our data now in Junxure Cloud, we can start running reports and gain better insight into our firm to further the business.