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CRM Support | Home - Junxure Support
- https://support.junxure.com/portal/en/home
- To avoid unnecessarily storing logos and signature images, Junxure does not capture images embedded in emails by default. This setting may be reversed if desired. Navigate to Settings > Firm Profile > Firm Preferences. Click Edit in the upper right. ...
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Multi-Factor Authentication - Junxure Support
- https://support.junxure.com/portal/en/kb/articles/2018000017
- Enabling MFA for the Firm Navigate to Settings > Login Security. Select the checkbox for User Multi-Factor Authentication. Select how often the User should be prompted for a verification code from the drop-down. This setting is per device. Any login from a new device will automatically prompt for a verification code.
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Version History | ClientView Live-Archive - AdvisorEngine
- https://apps.junxure.com/VersionHistory/v9/versionhistory-clientview-archive.htm
- When selecting a new file for a clients Document Vault, the open file dialog would defualt to c:\Junxure instead of the clients folder. The fields WebGroup and WebAccount would always show in the Assigned Portfolios grid for clients. These fields now only show when they are checked in the ClientView Setup form.
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Junxure Cloud Pricing, Features, Reviews & Alternatives ...
- https://www.getapp.com/customer-management-software/a/junxure-cloud/
- Junxure Cloud is a cloud-based financial CRM solution that is advisor focused, providing centralized client demographic and financial information capture, plus unlimited data / document online storage. Workflow management includes automation to drive task communication and completion, while reducing manual data entry and ensuring accuracy.
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junxure.com Password Manager SSO Single Sign ON
- https://saaspass.com/password-manager/junxure-com-password-manager-single-sign-on-sso-saml/
- Enterprise Password Manager. The SAASPASS enterprise password manager can be used in the corporate environment. It is available on a freemium basis (pricing listed here).In addition to providing enterprise-grade password management, SAASPASS allows corporations to secure access to websites, services and accounts with multi-factor authentication.
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5 Ways a Web Portal Can Excite Your Clients - Ezra Group LLC
- https://ezragroupllc.com/5-ways-junxures-web-portal-can-excite-your-clients/
- One of the features they offer is a client portal, which is called Junxure ClientView Live. The portal was part of a broader plan to revamp all of the technology used at the firm, which took about four years from start to finish, Henderson said. Pinnacle has branded the ClientView Live website as their Wealth Management Portal, Henderson explained.
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5 Ways a Web Portal Can Excite Your Clients
- https://wealthtechtoday.com/2013/03/18/5-ways-junxures-web-portal-can-excite-your-clients/
- 5 Ways a Web Portal Can Excite Your Clients. Craig Iskowitz. March 18, 2013. This is a summary of part of a panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. The original subject of the panel was Advent/BlackDiamond integration, but it morphed into more of a discussion of how ...
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Junxure Achieves Company Milestone, Surpasses 10,000 ...
- https://www.prnewswire.com/news-releases/junxure-achieves-company-milestone-surpasses-10000-active-users-169154996.html
- /PRNewswire/ -- Junxure (www.junxure.com), an industry-leading CRM practice improvement firm that integrates technology, consulting, and training, today... Junxure Achieves Company Milestone ...
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WisdomTree's AdvisorEngine Acquires Junxure CRM Users For M
- https://www.kitces.com/blog/wisdomtree-advisorengine-acquires-junxure-crm-users-24-million-price-fintech/
- Junxure reported 12,000 users, so the software cost somewhere between $44 and $65 a month, so if we kind of round it off to averaging $50 per month per user, Junxure CRM only had about a $7 million annual revenue run rate. AdvisorEngine makes $60 million of revenue just converting 10% of Junxure users to their platform.
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Junxure Cloud vs. SP Sales Portal vs. Salesforce Comparison
- https://sourceforge.net/software/compare/Junxure-Cloud-vs-SP-Sales-Portal-vs-Salesforce/
- Compare Junxure Cloud vs. SP Sales Portal vs. Salesforce using this comparison chart. Compare price, features, and reviews of the software side-by-side to make the best choice for your business.
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Junxure Cloud vs. SP Sales Portal vs. icomplete CRM ...
- https://sourceforge.net/software/compare/Junxure-Cloud-vs-SP-Sales-Portal-vs-icomplete-CRM/
- Compare Junxure Cloud vs. SP Sales Portal vs. icomplete CRM using this comparison chart. Compare price, features, and reviews of the software side-by-side to make the best choice for your business.
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Tech Review: Junxure Cloud Reaches for the Sky | Financial ...
- https://www.financial-planning.com/news/tech-review-junxure-cloud-reaches-for-the-sky
- Junxure plans a link to a TD Ameritrade customer s VEO portal, with access to live position data. The Orion integration is slated to include a homepage login tile for the advisor portal, Orion ...
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Junxure Cloud Passes 2,000 User Milestone - PR Newswire
- https://www.prnewswire.com/news-releases/junxure-cloud-passes-2000-user-milestone-300246063.html
- /PRNewswire/ -- Junxure, the industry leading CRM solutions and technology firm for financial advisors, announced today that its flagship Junxure Cloud...
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Junxure Company Profile - Office Locations, Competitors ...
- https://craft.co/junxure
- Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training services to financial advisors. With its services the Company helps financial advisors to grow, manage and enhance their advisory businesses.
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Junxure Reviews & Ratings 2022 - TrustRadius
- https://www.trustradius.com/products/junxure/reviews
- Junxure is a fantastic CRM (specifically the Cloud version, I don't know much about the older version), and is fine-tuned to the needs of an advisory firm. If you are unfamiliar with what a CRM does, it allows your whole team to track the notes from client interactions and share them with everyone.
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Junxure Achieves Company Milestone, Surpasses 10,000 ...
- https://www.nfvzone.com/news/2012/09/10/6569910.htm
- In addition to offering more features and integrations with custodians and practice management applications than any other CRM, the Junxure platform also includes ClientView Live, a secure, client web portal with a document vault, and Junxure Mobile, a remote add-on that gives advisors secure, live web access to their Junxure desktop.
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