Actions Dashboard *New*

The Actions Dashboard offers a high level view of all actions pending in the office, grouped in three ways: by client, by the employee assigned to, and by process. This report is "actionable" -- that is, one can drill down from this high-level view all the way down to a specific action.

Contact Dashboard *New*

The Client Dashboard summarizes key client information. Any number of custom "views" can be created for many areas of the program, and these views can be shared firm-wide.

Opportunities *New*

The Opportunities tab tracks future money that is expected to be coming into the office (whether from a prospect or an existing client). Your office can track the date expected, probability and status.

Outlook add-in *New*

Now Junxure connects more seamlessly with Outlook than ever before. Incoming or outgoing emails in Outlook are immediately copied to the appropriate Junxure record. Within Outlook, your office can now see if an email has been imported and even open the Junxure Action right from Outlook. You can also manually add emails to contact records directly from Outlook.

Personal Info *New*

Track personal client information like driver's licenses, passports, wedding anniversaries, etc.

Revenue *New*

Import and track revenue information from QuickBooks (or enter manually). This revenue information can be easily compared with the time spent on clients -- a great metric for judging (and adjusting) fee models.

User Rights and Roles *New*

Now many areas of the program can be selectively removed from a user’s view , and some areas can be made available for viewing only without editing privileges (i.e., "read-only"). Also, client records can be hidden such that if you don't want an employee to know about a client, they wont even know that client exists in the database (i.e., that client's information will be totally hidden).

The menu system is laid out so that it is very easy to use. All of the menu items are listed to the far left. The center of the screen contains an up-to-the-second list of pending actions assigned to the logged-in employee. The right side of the screen contains a comprehensive search box (to quickly find a particular contact) as well as a list of the most recently accessed contacts.

Contact Info

Track all of the basic contact information about your clients – phone numbers, email addresses, snail-mail addresses, etc.

Profile

Junxure allows you to classify clients in an unlimited number of ways. These are all searchable fields (see the Rules Builder below).

Tax and Suitability Information

There are fields specific to tax information.

Referrals

Junxure makes it easy to track referrals. Using the Referral Wizard, you can automatically create a thank you letter and a welcome brochure to be sent to the referrer and the new client respectively. Easily view who referred whom. A Referral Report is available.

Everything that you do for a client is recorded. All of the ongoing workflow is tracked here so that nothing slips through the cracks in your office. You can write letters, spreadsheets or emails within an action. Assign items to staff members and track their status. Print out all pending actions by a variety of methods.

Email Tracking

Junxure monitors your Outlook Inbox and Sent Items box looking for emails coming in or going out to email addresses that Junxure recognizes. If it finds a match, it makes its own, separate copy in the Junxure database under the appropriate client's record. Then you can run email reports that detail all of the incoming and outgoing emails, to and from your clients (from anyone in the office), over any date range.

Recurring Actions

Any task that occurs at a regular interval can be set up as a recurring action. Junxure will create a new action based on the calendar date indicated and assign it to the appropriate person without any prompting.

Action Sequences

Junxure also makes it easy to track any series of steps your office takes. You can build any number of sequences of actions that can be added with a click of the mouse. Every office has standard steps they take when a new client comes under management. You've got to transfer the assets, fill out a slew of forms, send a thank you note and a welcome letter. With a click of the mouse, all of these steps can be added to a new client's record and the various steps will be doled out to the appropriate employees. You can make sure you take every step every time and nothing will slip through the cracks on you.

Associates

You can easily associate one record to another here. Associates can be children, lawyers, CPAs, etc. Associates can be easily cc'd on letters sent to clients.

Accounts

You can easily track various client accounts and account details.

Asset

Your office can track current positions on the Assets Tab. Assets can be manually added or imported from most major Portfolio Management Systems (including Centerpiece, PortfolioCenter, dbCAMS+, Advent Axys, Albridge Solutions, and more). With the info imported from your portfolio management system, together with manually-entered assets, like houses, boats, cars, employee stock options, etc. you can get easy reports (like this Net Worth Summary and many other asset reports) from Junxure.

Insurance

Track all types of insurance (life, disability, long term care, etc.) and run several Insurance Reports.

Cash Flow

You can track income sources and expenses, year to year, with ease.

Paperless Document Storage

Go paperless (or at least track “less paper”) with Junxure's three-tiered document storage solution. Any letter, email, scanned-in doc, etc. is readily available for any client.

FMA

The Financial Management Assessment (FMA), based on Ross Levin's book, The Wealth Management Index, helps you assess your clients' financial plans and print FMA reports on their status.

Goals

Junxure makes it easy to track goals. You can track goal objectives and actions taken towards goals.

Estate Planning

Enter unlimited estate documents, beneficiaries, trustees, and when they were last reviewed.

Gifting

Your office can track clients' gifts and 709's by year and client and spouse.

Favorites

Enter unlimited question and answers about a client.

Rules

The Rule Builder makes it easy to search on many of the fields in the database (including positions that a client holds). Rules are used to generate lists of clients to send letters, emails, run reports, etc.

Report Wizard

The Report Wizard makes it easy to report on just about any information about any set of clients. Simply select the fields you want to show (last name, first name, age, amount managed, etc. ) and print (or send to Word or Excel).

Letter Wizard

The Letter Wizard facilitates your bulk snail-mailings. You can create an unlimited number of Word Templates (with merge fields to pull in client information, personalizing each letter), then send them to any group. Junxure keeps a history of all letters sent, both globally as well as individually as part of each contact's workflow. You can also create an envelope or label as well.