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Junxure 8.7 New Features and Enhancements Include:
 | Enhanced PortfolioCenter® Integration – The PortfolioCenter interface offers broader and more customizable data integration to include Account-level as well as expanded Asset-level data. |
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| Junxure Outlook® Inbox Routing Enhancements – An easier, more efficient way to automatically handle incoming emails, this feature allows users to route and block emails by email address, domain, and subject content. |
| Formatted Text in Actions – Important action items can be made to stand out through the use of text colors, bullets, highlighted text, font size and style. |
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| Enhanced Action Navigation – The new Linked Actions feature makes it easier to search for and link related actions to quickly find specific client actions with filters and keywords. |
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| Improved Workflow – Recurring Action Sequences trigger a single action or a set of related actions to ensure that tasks are automatically initiated and followed up on, simplifying workflow processes. |
Junxure 8.7 is an update to Junxure Version 8, which features:
Utilize features that help the Best Managed Firms get the most out of their CRM database
The new Junxure Check-up analyzes your Junxure database to pinpoint under-utilization. You’ll know which functions you’re using well and which you’re not – with links to online documentation, videos and ongoing training opportunities.
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Make better business decisions with clear key firm performance metrics
The new Business Development Dashboard graphs key metrics, making it easy to monitor the firm’s wellbeing.
With most of the business intelligence data gathered automatically from your Junxure database (and its many interfaces with other databases), it’s easy for your firm to start scrutinizing financial and non-financial metrics to help define and evaluate success. Start making progress towards your firm’s long-term organizational goals today.
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Assess your client base for profitability
By comparing client time spent and expenses with client revenues, New Client Profitability reporting makes it easy to find out which are most profitable and which need to have their fees adjusted.
Add transparency to your profits, client-by-client. Stop squandering time and losing money on unprofitable clients.
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Globally view your firms’ new revenue opportunities
The new Opportunities Dashboard presents charts and graphs displaying your firm’s opportunities to bring in new business from prospects as well as existing clients. Easily track your firms’ opportunities – their probabilities, statuses, amounts, sources, etc. Myriad views make it easy to confidently project future revenues.
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Advisor-by-advisor, track metrics about their clients and prospects
The new Company Dashboard offers a consolidated view of the firm’s advisors’ client base – the time spent, AUM, revenue, etc. – and opportunities – potential dollar totals, total by status, etc. At a glance, keep up with all your firm’s advisors client base and prospects.
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New custom account-level data fields, searching tools and reports
Now your firm can easily create specific custom account-level fields – drop-downs, check boxes, date fields, etc. The new Accounts Rule Builder makes it easy to search for specific accounts based on your criteria. The new Accounts Report Wizard makes it easy to create custom reports that show the data you want in the order you want – just pick from a list!
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New Action Queues allow actions to be assigned to a team of employees
Tasks that can be handled by any one of a team of employees can now be assigned to that team’s action queue. Any team member can then monitor the queue and complete the actions. Click here for more info.
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Helps determine appropriate distributions and makes sure they’re taken
The new Required Minimum Distribution information tool helps your firm establish appropriate RMD distributions and determine which clients still need to take a distribution.
Click here for more info.
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Provide each of your firm’s employees the user environment that best fits their specific needs
Require fields to be filled before closing forms, highlight data, control report size, assist visually impaired employees, etc. Junxure continues to enhance your firm’s ability control the Junxure environment for each employee.
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Junxure continues to strive to eliminate multiple data entry and system incompatibility
Microsoft Office SharePoint:
Junxure 8 now interfaces with Microsoft SharePoint for paperless document management. Click here for more info.
LaserApp:
Junxure 8 enhances its existing LaserApp interface to allow firms to modify and add many additional fields client-by-client. This data can then be saved and passes on to pre-populate your LaserApp forms.
Outlook:
Junxure 8 now makes it easy to link items already on the Outlook calendar to Junxure contacts.
Worldox OEM:
Junxure 8 enhances its existing Worldox OEM interface to allow searches from Junxure. Worldox OEM documents can also be easily added to Estate and Insurance forms.
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Please contact a Sales Consultant for more information by calling 866-JUNXURE (586-9873), option 2 or email us at sales@junxure.com.
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