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Junxure CRM has a long history in the independent RIA market. Originally created by financial planner Greg Friedman and his partner Ken Golding for Friedman’s California RIA, Private Ocean, Junxure now has more than 10,000 users and boasts of a client retention rate of about 96%.
Over the years, Junxure has added a few additional products, including ClientView, a client portal service, and Junxure Mobile. But the one component it’s been lacking is a cloud-based CRM product, which it’s been working on for abouty two years. Those efforts are about to bear fruit.
I recently tried the beta version of Junxure Cloud. I expect the final product to be available before year’s end, perhaps as soon as this month. It’s too early to offer a conclusive opinion, but it’s far enough along in development to form some preliminary opinions.
FIRST LOOK
The folks at Junxure suggested I use Chrome to log in, and that’s where Junxure Cloud appears to operate best (at least for now). I’ve been assured the product will perform well in all major browsers in its final release. (Full disclosure: Junxure is a sponsor of my Technology Tools for Today conference.)
Once you’re logged in, you’ll notice that the home screen has a very different look and feel than the existing Junxure products, with a Windows 8-style appearance and an array of tiles populated with dynamic content. The tiles contain links to the most important, and most recently accessed, information and activities such as actions, opportunities and records.
Actions refer to tasks and activities. From the homepage, users have one-click access to all past-due and due-today actions, as well as those that are pending and the last 20 actions. Opportunities refer to new business opportunities. The records section holds information about prospects, clients, vendors, etc. The homepage tile highlights all incomplete records that require attention, as well as the last 20 records accessed.
There are a number of other important tiles on the homepage as well, including a static one linking to the dashboard screen. The dashboard itself is similar to the existing Junxure dashboard and comes configured with a number of widgets that focus on how the firm is performing. These include firm AUM, accounts by investment model, top clients and...