What advisors are saying about Junxure Cloud

Our comprehensive, cloud-based CRM solution is gaining big fans. Here are a few quotes from our customers. 


financial advisor crm



"You have delivered to us exactly what we have been hoping for - a fast, cloud-based CRM that will run our office and is easy to set up and maintain. Competition in the cloud? There is none! Salesforce who? Junxure Cloud is well thought out and it works. Thank you!" (Read the case study.)

- George Taylor, Temenos Advisory, Inc.


financial advisor crm


“Transitioning to the cloud and having the ability to work remotely is tremendously powerful for our firm. No matter the circumstances – including inclement weather –
I can always access Junxure Cloud and continue to serve my clients. Junxure Cloud doesn’t miss a beat with functionality, either. I’m anxious and excited for future releases!” 

- Erin Hynek, CAIA, FS Advisors


financial advisor crm

“We are very happy with Junxure Cloud! The biggest impact we’ve seen is with our document storage. Having this feature built into the Cloud has really helped us to work remotely, or anywhere, since we’ve been able to electronically keep track of application forms, tax returns, trade and cash management confirmations, as well as other financial documents.”

- Stacie Skryz, Associate Advisor, Victoria M. Lechner, Registered Investment Advisor

financial advisor crm

“What we enjoy with Junxure Cloud is the ability to customize the program to meet our needs. We are in the middle of a culture shift, trying to find a better way for our different teams to work together. Junxure Cloud helps us promote the cohesive service that we provide to our clients.” (Read the case study.)

- Ryan Berges, Director of Wealth Operations, Optifour Integrated Wealth Management

financial advisor crm

“We looked at Redtail, but it was way too simple and not customizable to fit our needs. We also looked at Outlook, but again it wasn't at all customizable. We like having all the customized fields that come standard with Junxure Cloud.” (Read the case study.)

- Brad Ferguson, Chief Investment Strategist for Asset Management, Halter Ferguson Financial, Inc.