The client (or contact) record is at the heart of the Junxure system. The client record is both extensive and flexible. At the very top of each record is the client summary, which contains contact photos, addresses, phone numbers, e-mail addresses, record types, record owners, the names of those with access, keywords, tags and more. Under the summary are control buttons that allow you to add an action, add an opportunity, add an asset, add insurance, correspond, etc.

Under that is a profile section that goes into more depth. For those users who want to interact with people through social media but who do not yet archive their social media interactions, Junxure has a great arrangement with Cities Digital for saving e-mail and social media exchanges. Each of these sub-sections can contain multiple entries. Once you’ve entered the information, you can collapse or expand any section with a mouse click. Other tabs under the profile include employment, relationships and referrals.

The “Financials” section is also worth a look. Under this tab, the sub-sections are “Asset/Liability,” “Insurance,” “Income/Expenses” and “Taxes.” Under the assets/liabilities tab, you see a separate grid for each. My test database did not include vendor data, but if it had, one could populate the assets list from a third party or a custodian. If you drill down, there is an extensive record that can display just about any conceivable detail about the asset or liability. It is very impressive. Under the lists there is a calculation of the client’s current net worth.

The insurance tab works in similar fashion. The “income and expenses” tab allows you to list each of those in its own grid, including which spouse to attribute the income to, the type of income and many other columns you can add. After all the income and expenses are listed, the next amount is displayed at the bottom of the page. The tax tab allows the user to store all relevant federal and state tax information, much the way the previous version of Junxure does.

There are many other nice touches that make Junxure Cloud impressive. It is touch-enabled, a boon for Windows 8 users. It can be synchronized both ways with the Microsoft Exchange Calendar and the Google Calendar. The navigation is much better than the original Junxure. Nor is the learning curve as steep as it was in the original Junxure. I could go on, but I think you get the picture.

And the price is reasonable for the system’s capabilities. The retail price is $75 per user per month, and discounts are available through Schwab, TD Ameritrade and other partners.

Still, in spite of how positive I am about the new product, some caution is in order, since we are dealing with two distinct audiences: those using the original version and those that aren’t. For almost anyone new to Junxure, I would strongly recommend Junxure Cloud. It is modern, it is powerful, and it is going to get even better once a few integrations are completed and a few incremental improvements take place.

If you are a current Junxure user, the case is a bit more complicated. A small minority of users will be attached to things the new Junxure doesn’t have and they will have to wait for it. Meanwhile, some larger firms are hesitant to move to the cloud and are happy with what they currently have. For now, you are probably fine with the status quo. For everyone else, and I believe that includes the majority of current Junxure users, your wait for a better product is over. 

 

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