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- Who uses Junxure?
- What is the difference between Junxure and other office management systems?
- How does the typical office implement Junxure?
- Is Junxure a web-based program?
- What type of help and support is available?
- How is Junxure Tech Support able to connect to my computer to solve my issue so quickly?
System Requirements
- What hardware and software is required to run Junxure?
- What type of database does Junxure use?
- Does Junxure work with the Microsoft Vista Operating System?
- Does Junxure work with Microsoft Office 2007?
Pricing
- How much does Junxure cost?
- Besides the license fees, what other costs should I consider?
- I only have a 1-person shop, but I don’t see a 1 or 2-user license offered. Should I buy Junxure?
Interfaces
- How does Junxure interface with Outlook emails?
- How does Junxure interface with the Outlook calendar?
- Does Junxure interface with my PDA / Blackberry / Trio / etc.?
- Does Junxure interface with other programs that my office uses?
- How does Junxure interface with Portfolio Management Systems?
- What Documents Management Systems interface with Junxure?
- Who uses Junxure?
Junxure is an office management system created specifically for the financial planning community. Most offices using Junxure are independent RIAs offering a wide range of financial planning services.
There are nearly 1,200 offices using the Junxure Office Management System, ranging in size from a few one- and two-person shops to offices with 100 or more users connecting to a single database from several remote locations.
Junxure has fields built into it to store the data that a financial planner needs. Not only does the system store your basic contact info and workflow, but it also has fields to store assets, insurance info, estate planning docs, gifting, goals, etc.
Junxure makes it easy to go paperless, storing all of the documents that pertain to a client. Be it a letter, email, existing file on your computer, or a scanned-in document, you can get to it easily in Junxure.
- What is the difference between Junxure and other office management systems?
 Industry-specific system
Junxure was created specifically for the financial planning community. The data fields, reports, and other functionality is geared towards wealth planners. Hundreds of offices and planners have contributed their ideas to help make Junxure the best office management system available for financial planners.
Intelligent query design
Junxure has easy-to-use templates to construct rules for selecting specific subsets of your contact base. Your firm can send letters, create reports and initiate other actions based on the rules you create.
Interfaces with other software programs in a financial planning office
It's easy to access portfolio information in Junxure. Junxure automatically archives portfolio reports printed from Centerpiece and PortfolioCenter. Junxure also interfaces with dbCAMS+, Axys, NaviPlan, Albridge Solutions and more!
Junxure works the way you do
With Junxure, your office can create any number of classifications, keywords, or interests, and assign them to one or more clients. You can customize client questionnaires and file responses.
- How does the typical office implement Junxure?
1. Convert your current data: Data conversion services are offered to convert your data from your current system to the Junxure format. Generally, any data in your current system can be brought over into Junxure. A Data Conversion Specialist keeps going back-and-forth with you until your conversion is complete. If you do not plan on a conversion, you'll want to plan another strategy for getting your contact info into Junxure.
2. Installation: Our friendly and patient technical support staff assists your office with installation on your network. Whether your office is small with just a few people working in one location, or large with many people logging in from remote sites, we get the system installed quickly and correctly the first time.
3. Training: Junxure is easy to use, but it's a big program. Your office will need assistance to know where to get started. Our training classes will help you ‘put on the blinders' and concentrate on the most important areas first, then branch out. Our competent and clear training makes it easy to become proficient quickly. We offer web-based training that can be personalized for your office's needs. Classes are presented with a live trainer who is available to take your questions throughout the presentation. We also offer Personalized Web-training where a trainer will work one-on-one with your office.
4. Ongoing learning: Our Boot Camps, Virtual Users Groups, Online Forum, etc. help your staff take the next steps to get the most out of the system as you grow. We offer more than just software—we provide the support you need to grow.
- Is Junxure a web-based program?
Junxure is not a web-based program at this time. We may offer an online solution in the future, but we do not have any timetable or immediate plans.
Please note, however, that any VPN (with or without remote control access), such as Terminal Services, Remote Desktop Connection, Citrix, GoToMyPc, etc. can be used to run Junxure from a remote location with an internet connection.
- What type of help and support is available?
You will find Junxure’s tech support staff to be the most pleasant and knowledgeable you’ve ever encountered.
Our technical support staff will solve any Junxure issues you may run into. We offer unlimited tech support at our toll-free number.
You won't have to spend precious time explaining what's happening on your machine. We're able to fix issues much more quickly, with much less stress. You won't spend the first twenty minutes of your call trying to explain that pop-up box.
We'll get online with you and fix the problem quickly.
- How is Junxure Tech Support able to connect to my computer to solve my issue so quickly?
Junxure uses GoToAssist to connect to your computers remotely. A support rep can only connect to your computers with your invitation. If you would like more information about GoToAssist, please point your internet browser to www.gotoassist.com.
System Requirements
- What hardware and software is required to run Junxure?
Junxure is a very flexible application that can be deployed in many different environments. There are many factors that will determine your ideal system requirements, including:
- Number of users
- Document storage
- Availability demands
Only an IT professional familiar with your requirements can best advise you of your specific needs based on use and infrastructure demand.
Server:
Junxure utilizes Microsoft SQL Server for database management. Typically, firms with ten or fewer users can take advantage of the freely available SQL version 2005 Express.
Firms with intensive processing requirements may find that a more robust Microsoft SQL Server version or edition is necessary. More information about SQL Server versions and requirements can be found here . Junxure requires SQL Server 2000 or later versions.
- Processor: 2-Ghz or higher Pentium IV-compatible recommended.
- Memory: 2 GB or more recommended.
- Hard Disk: Will vary based on document storage needs. Dedicated 10GB minimum recommended.
- Operating System: Only Microsoft-based OS are supported.
- All current .Net framework and Windows critical updates and applicable Service Packs applied.
A server system which is not dedicated to SQL Server, but also supports other applications, should exceed these recommendations in memory and processing capacity.
Workstations (User PC’s):
- Processor: 2-Ghz or higher Pentium IV-compatible recommended
- Memory: 1 GB or more recommended.
- Monitor: Display resolution minimum of 1024 x 768.
- Operating System: Only Microsoft-based OS are supported.
- Additional Software: Microsoft Office version 2000, XP, 2003 or 2007.
- All current .Net framework and Windows critical updates and applicable Service Packs applied.
- What type of database does Junxure use?
Junxure uses a SQL database. SQL databases offer a scalable, powerful platform for offices of any size to manage all of their client data. SQL gives offices the ability to dependably handle larger volumes of work and provides faster, more reliable access to data.
- Does Junxure work with the Microsoft Vista Operating System?
Junxure is compatible with Vista on workstations and server machines.
- Does Junxure work with Microsoft Office 2007?
Our latest release, Junxure version 7, is fully compatible with Microsoft Office 2007 as well as Office 2003 & Office XP. Previous releases, including Junxure 6, are not compatible with Office 2007.
Pricing
- How much does Junxure cost?
Our fee is $1,850 for the first three users and $350 for each additional user beyond three. Annually (starting one year from the purchase date), our fee is $1,500 for the first three users and $350 for each additional user beyond three. This entitles you to unlimited technical support at our toll free number (9am to 6pm ET, Mon – Fri) and upgrades (usually two per year).
- Besides the license fees, what other costs should I consider?
Other costs to consider include:
• training
• possible conversion
• may need to upgrade hardware/software to meet system requirements
- I only have a 1-person shop, but I don’t see a 1 or 2-user license offered. Should I buy Junxure?
As with any sized office, we recommend that you do your due diligence to make sure Junxure will meet your needs. We do not offer a one or two user license -- our minimum license allows up to three users to be logged into the system at any one time.
INTERFACES
- How does Junxure interface with Outlook emails?
Junxure can be set to look in everyone's Outlook Inbox and Sent Items box for any emails arriving from or going out to an email address that matches an address in Junxure. If a match is found, a copy of that email is stored on the Actions tab along with all of the other ongoing workflow. That way, all email correspondence with your client, John Doe, will be on his Actions Tab, whether you or others in your office sent or received it.
- How does Junxure interface with the Outlook calendar?
Junxure uses the Outlook calendar for actions that need happen at a specific date and time. You can put items directly on the Outlook calendar or you can initiate them from an action in Junxure. If you do the latter method, that calendar item in Outlook will be linked to a specific action in Junxure.
- Does Junxure interface with my PDA / Blackberry / Trio / etc.?
While Junxure does not have an interface with any PDA, it does overlay Outlook in 3 ways (This data can then be sent on to a PDA):
• Basic contact information can be synched back-and-forth between Junxure and a contact folder in Outlook
• Junxure can query the Outlook Inbox and Sent Items box for any emails coming in or going out from an email address stored under a client's record in Junxure.
• Outlook calendar items can be initiated in Junxure in a client action.
- Does Junxure interface with other programs that my office uses?
Please also be aware of the new initiative called Your Silver Bullet (www.yoursilverbullet.net) Your Silver Bullet is an organization that believes you should have the freedom to select the best software for each of your core applications from different vendors without paying the price of repetitive data entry and system incompatibility. They are committed to make separate programs “play well” together; so that you can spend more of your time managing your client’s money and not managing incompatible software.
Junxure currently interfaces with the following:
Portfolio Management Systems:
• Schwab PortfolioCenter
• Advent Axys
• dbCAMS+
• Albridge Solutions
• Orion AdvisorLynx
• CapTools
• FolioFn
• PowerAdvisor
• Adhesion Technologies
• NetExPro
• BOSS
• NaviPlan
• eTelligent Consulting
• Buckingham Asset Management
• Black Diamond
Financial Planning Systems:
• NaviPlan
• MoneyGuidePro
Microsoft Office:
• Outlook
o Calendar
o Emails
o Contacts
• Word
• Excel
Document Management:
• Laserfiche
• Worldox OEM
• Virtuoso
• DocuXplorer
• CEO Image's Executive Assistant
• PaperPort
• Adobe
Forms:
• Quik! Forms
• Laser App
- How does Junxure interface with Portfolio Management Systems?
Junxure imports current positional data from most major Portfolio Management Systems like Schwab’s PortfolioCenter, Advent Axys, dbCAMS+, Albridge, etc. Junxure parses out each position (for all clients at one time) to the appropriate client's Assets tab in Junxure. This is a manual process (simply click a button) -- most offices do it daily.
- What Documents Management Systems interface with Junxure?
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