Junxure Cloud

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About Junxure Cloud

Junxure Cloud is a CRM software from Junxure designed for financial advisors. It provides goals-based planning, data consolidation, rebalancing, performance reporting, and fee billing so advisors can manage their client relationships more effectively. The platform offers capable turnkey functionality that allows firms to focus on their clients and improve operational efficiencies. Junxure Cloud also supports the integration of various data sources for a comprehensive view of client accounts. Additionally, it includes tools for generating detailed reports and managing fees efficiently. Key capabilities: goals-based planning data consolidation rebalancing performance reporting fee billing Best for: financial advisors that need an integrated solution for managing client relationships and financial planning.

Junxure Cloud Details

Vendor

Junxure

Year Launched

Location

Junxure, Inc. 836 Chestnut Street San Francisco, CA 94133

Deployment

Training Options

demo, account manager, community

Countries Served

All Countries.

Languages

English, Spanish, French, German, Italian, Mandarin, Japanese, Korean, Portuguese

Users

Financial Advisor, Wealth Manager, Client Relationship Manager, Sales Representative

Industries Served

Financial Services, Wealth Management, Insurance

Junxure Cloud's In-App Market Place

Does Junxure Cloud have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

1. Junxure Cloud Reporting Tools: This add-on provides enhanced reporting and data visualization capabilities for Junxure Cloud users

allowing for more in-depth analysis and insights into sales and client data.

2. Junxure Cloud Calendar Sync: This add-on integrates with popular calendar applications like Google Calendar and Outlook

allowing users to seamlessly sync appointments

tasks

and reminders between Junxure Cloud and their preferred calendar platform.

3. Junxure Cloud Document Management: This add-on offers advanced document management functionalities within Junxure Cloud

allowing users to securely store

organize

and access client-related documents and files directly within the CRM system.

4. Junxure Cloud Email Integration: This add-on integrates with popular email platforms like Gmail and Outlook

enabling users to seamlessly sync email communications with client records in Junxure Cloud for improved productivity and client management.

Pricing Options

Free trial

Free version

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Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Cad (CA$), Aud (AU$), Jpy (¥), Chf (Fr.), Cny (¥), Inr (₹), Rub (₽), Brl (R$), Krw (₩), Hkd (HK$), Sgd (S$), Try (₺), Zar (R), Mxn (Mex$), Idr (Rp), Nzd (NZ$), Thb (฿), Myr (RM), Php (₱), Aed (د.إ), Sek (kr), Sar (ر.س), Pln (zł), Nok (kr), Ils (₪), Dkk (kr), Twd (NT$), Huf (Ft), Czk (Kč), Mnt (₮), Kzt (₸), Vnd (₫), Qar (ر.ق), Pkr (₨), Thb (฿).

Pros & Cons

Easy access to client information and communication history in one centralized platform
Ability to track sales opportunities and pipeline stages for improved visibility and forecasting
Integration with other financial tools and systems for seamless data management
Automated workflows and task reminders for better productivity and client follow-up
Customizable reporting and analytics capabilities for deeper insights into client interactions and performance trends