Junxure Cloud

Junxure Cloud

par Junxure

Qui utilise Junxure Cloud ?

Financial Services

Description de Junxure Cloud

CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.

Informations sur Junxure Cloud

Junxure

http://www.junxure.com

Fondé en 2001

Prix de Junxure Cloud

Junxure Cloud n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Junxure Cloud est disponible à partir de 65,00 $US/mois.

À partir de

65,00 $US/mois

Prix

Billed annually.

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

Avis sur Junxure Cloud

Afficher 3 avis sur 3

Note globale
3,7/5
Facilité d'utilisation
3/5
Service client
4,5/5
Fonctionnalités
3,3/5
Rapport qualité-prix
4/5
Erin H.
Chief Investment Officer
Services financiers
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 07/11/2017

"We are big fans of the team at Junxure. "

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 07/11/2017
Clark D.
Financial Planner
Services financiers, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    4/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 24/04/2018

"Its ok, but is missing some key features"

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 24/04/2018
Amanda L.
CFP
Services financiers, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    2/5
  • Facilité d'utilisation
    1/5
  • Fonctionnalités
    2/5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    1/10
  • Provenance de l'utilisateur 
  • Publié le 17/05/2019

"A little old school"

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

Avantages: 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.

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

  • Provenance de l'utilisateur 
  • Publié le 17/05/2019