Junxure Cloud Overview
What is Junxure Cloud?
Junxure Cloud, from AdvisorEngine, is a CRM built specifically for financial advisors by advisors, with a legacy of trust dating back to 2000 and over 1,400 wealth management firms as clients. It delivers powerful workflow automations and robust integrations tailored to the advisory business, aiming to streamline client management and operational tasks. The platform boasts a 98% customer satisfaction rate, reflecting its success in meeting the unique needs of the wealth management industry with a dedicated, purpose-built solution.
Who it's for:
This CRM is intended for wealth management firms and financial advisors who value a long-established, advisor-centric platform with deep industry-specific workflows, automation, and a proven track record of client satisfaction.
Our verdict:
Our verdict is that Junxure Cloud is a mature and trusted advisor CRM that leverages decades of industry insight to deliver reliable, specialized functionality for wealth management practices.
Junxure Cloud Details
Junxure Cloud Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Junxure Cloud Support options
Email Help Desk
Phone Support
Junxure Cloud Training options
Documentation
In-Person
Live Online
Videos
Webinars
Junxure Cloud Related Categories
Junxure Cloud Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Junxure Cloud Pricing
Tiered pricing system
Junxure Cloud Features
Most valued Junxure Cloud features by users
Activity Dashboard
Alerts/Notifications
Client Management
Collaboration Tools
Contact Management
Customer Database
Document Management
Expense Tracking
Financial Management
Lead Management
Marketing Automation
Pipeline Management
Relationship Tracking
Team Assignments
Territory Management
Appointment Scheduling
Call Logging
Commenting/Notes
Customizable Reports
Email Templates
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