Purpose-built CRM for finance industry, offering contact management, activity tracking, workflows, compliance tools, document storage, integrations with custodial systems, and client communication management for brokerages.
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems
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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information. |
Junxure CRM provides robust contact management, including personal, financial, and demographic fields. | |
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Document Management Support for storing, organizing, and retrieving client-related documents and forms. |
Product features include client document storage and management capabilities. | |
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Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources. |
Integration with custodial partners and external data feeds allows data enrichment. | |
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Custom Fields Ability to add company-specific fields to client profiles. |
Allows users to create custom fields for firm-specific data. | |
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Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records. |
Advanced search and filtering are core navigation functionalities. | |
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Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.). |
Enables CSV/Excel import/export for client and interaction data. | |
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Data Validation Automated checks and validation routines to ensure data quality and consistency. |
Automated validation and duplicate checking on new entries. | |
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Historical Record Keeping Maintains a comprehensive change history or audit trail for client data. |
Includes audit logs and historical record tracking for data changes. | |
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Multi-language Support Support for multiple languages in client data fields and interfaces. |
No information available | |
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Compliance Tagging Ability to tag and flag records for regulatory and compliance review. |
Compliance tagging and custom flagging for reviews are available. | |
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Data Storage Capacity Total amount of client data and documents that can be stored. |
No information available |
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Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.). |
Activity tracking is a key function; logs communications and tasks. | |
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Email Integration Ability to link and track email exchanges within client records. |
Supports email integration and tracking with client records. | |
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Call Logging and Recording Support for logging calls and, where allowed, recording conversations. |
Supports call logging; phone integration available, but call recording may depend on external systems. | |
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Meeting Scheduling Integrated scheduling tools for arranging meetings with clients. |
Integrated meeting scheduling tools are available. | |
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Notes and Attachments Add contextual notes and attach relevant files to each interaction. |
Notes and file attachments can be added to all interactions. | |
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Task Assignment Assign follow-up actions or tasks based on interactions. |
Task management system allows assigning follow-ups post-interactions. | |
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Interaction Timeline Visual timeline display of all past client interactions. |
Visual interaction timeline is provided for each client. | |
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Bulk Interaction Upload Ability to bulk upload historical interactions. |
No information available | |
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Activity Alerts Real-time notifications based on specific client activity or inactivity. |
Can trigger alerts/notifications based on client activity/inactivity. | |
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Interaction Storage Duration Duration for which interaction records are stored and accessible. |
No information available |
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Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view. |
Account aggregation via integrations with custodial systems. | |
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Real-Time Updates Dashboards and client views update dynamically with live data. |
Client dashboards update dynamically with live account/portfolio data. | |
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Relationship Mapping Visual and data tools to map associations between clients, households, and related entities. |
Relationship mapping tools visualize client connections. | |
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Portfolio Overview Summary view of client portfolios, holdings, and risk exposure. |
Portfolio summaries displayed in the client view; commonly used by advisors. | |
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Service Case Overview Unified access to service tickets and requests related to each client. |
Service ticket/case features accessible within the client record. | |
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Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences. |
Dashboard widgets can be configured and customized by user. | |
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Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile. |
Supports filters, segments, and tagged group analysis. | |
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Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints. |
Activity and communications across email, phone, etc. can be tracked. | |
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KPIs at a Glance Displays key performance indicators relevant to client health and engagement. |
Key client engagement KPIs are shown on dashboards. | |
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Time to Load Dashboard Time required to fully load and render the 360-degree client view. |
No information available |
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Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules. |
Onboarding automation with configurable workflow templates. | |
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Task Automation Automatically generates reminders, assignments, and escalations. |
Task automation: reminders, assignments, escalations can be automatically generated. | |
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Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation. |
Approval workflow for documents and transactions is supported. | |
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Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates. |
Custom workflow builder interface available (drag-and-drop). | |
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Service Ticket Automation Automates assignment and routing of client service tickets. |
Service case/ticket assignment is automated via workflow rules. | |
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Document Generation Automatically generates standardized documents for client requests. |
Standardized document generation available within workflow automation. | |
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SLA Tracking Tracks workflow adherence to service level agreements. |
SLA tracking is enabled for service requests and workflows. | |
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Workflow Audit Logs Detailed tracking of workflow actions and status changes. |
Audit log and status changes recorded for workflow actions. | |
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Concurrent Workflows Number of workflows that can be executed in parallel. |
No information available | |
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Average Task Completion Time Average time required for an automated workflow to complete a standard task. |
No information available |
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Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data. |
Role-based access and permissions are a core part of the system. | |
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Audit Trail Comprehensive logs of user activities and changes in the platform. |
Audit trail is present for user and data changes, as required for compliance. | |
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Data Encryption Data encrypted at rest and in transit according to industry standards. |
AdvisorEngine platform uses encryption in transit and at rest (industry standard). | |
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2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA). |
Supports two-factor authentication (2FA) for user security. | |
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Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings. |
Regulatory reporting features for compliance with SEC/FINRA requirements. | |
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Client Consent Management Capture and store records of required consents and data handling preferences. |
System captures and manages client consent records for compliance. | |
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Data Retention Policies Configure how long records are retained in accordance with regulations. |
Customizable data retention policies, can be set in line with regulations. | |
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Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access. |
Integration and access with third-party systems are monitored and permissioned. | |
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Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics. |
No information available | |
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Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2). |
No information available |
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Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.). |
Standard reporting library includes activity, client, task, and pipeline reports. | |
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Custom Report Builder User-friendly interface for building bespoke reports. |
Custom report builder available for flexible, user-driven analytics. | |
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Interactive Dashboards Dynamic, visual dashboards with drill-down capability. |
Interactive dashboards provide visualization and drill-down. | |
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Scheduled Reports Ability to automatically deliver reports on a defined schedule. |
Reports can be scheduled for automatic generation and delivery. | |
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Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.). |
Supports report export as PDF, CSV, Excel, etc. | |
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Real-Time Analytics Support for near real-time data visualization and analysis. |
Real-time dashboards and analytics available. | |
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KPI Customization Set and monitor key performance indicators relevant to client service. |
Custom KPIs can be configured per firm/user. | |
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Analytics API Access Programmatic access to analytics for integration with other systems. |
No information available | |
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Number of Concurrent Reports How many reports can be generated simultaneously. |
No information available | |
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Report Generation Time Average time to produce standard analytical reports. |
No information available |
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API Availability Comprehensive API access for data exchange and process integration. |
Comprehensive API documentation is available for integrations. | |
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Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools. |
Integrates with a broad marketplace of fintech, custodians, and productivity apps. | |
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Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.). |
Supports open standards such as REST API and OFX via custodial links. | |
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Single Sign-On (SSO) Integrate with directory services for unified credential management. |
Single sign-on is available for enterprise deployments. | |
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Webhooks Configurable webhooks for real-time system notifications and triggers. |
Supports webhooks for notifications and integrations. | |
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Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions. |
No information available | |
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Batch Data Sync Scheduler and tools for batch synchronization of large data sets. |
Supports batch data sync (e.g., nightly data uploads from custodians). | |
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Integration Monitoring Visibility and alerts regarding integration health and data flow. |
No information available | |
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Concurrent Integration Limit Maximum number of concurrent system integrations supported. |
No information available | |
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Mean Integration Response Time Average response time for key API calls or integrations. |
No information available |
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Mobile Responsiveness Optimized interface for use on mobile devices. |
Web application is optimized for desktop and tablet use; mobile responsiveness is mentioned in product literature. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities. |
Vendor states compliance with WCAG accessibility standards. | |
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User Personalization Support for tailored views, notifications, and navigation per user. |
User dashboard personalization and notification settings available. | |
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Contextual Help In-app help, tooltips, guides, and tutorials. |
In-app help, tool-tips and tutorials included. | |
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Multi-Window Support Ability to use multiple windows or tabs without session conflicts. |
Users can work with multiple browser tabs/windows without session conflicts. | |
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Localization Support for multiple languages and regional formats. |
Localization for date/currency formats and multilingual interface supported. | |
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End-User Training Tools Library of learning resources and onboarding modules. |
End-user training modules and video/guide library provided by vendor. | |
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User Session Timeout Setting Duration after which an idle user is automatically logged out. |
No information available | |
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Page Load Speed Average time to load main user interface pages. |
No information available |
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Secure Messaging End-to-end encrypted chat or messaging with clients within the platform. |
Secure messaging is available, encrypted and retained for compliance. | |
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Bulk Email Campaigns Ability to create and send targeted email campaigns to clients. |
Bulk email tools are provided to facilitate campaigns to clients. | |
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SMS Integration Direct messaging via SMS to clients’ registered numbers. |
SMS messaging available as an add-on depending on configuration. | |
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E-Document Delivery Securely send statements, disclosures, and other documents to clients. |
Electronic document delivery and e-signature support is featured. | |
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Campaign Analytics Track open rates, clicks, and engagement for outbound communications. |
Campaign analytics (open/click rates) included in communication module. | |
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Automated Reminders System-generated reminders for pending actions or documents. |
Automated reminders for tasks, meetings, and workflows. | |
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Template Management Central management of approved email and message templates. |
Central management for communication templates provided. | |
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Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences. |
Tracks and manages opt-in/out for client communications. | |
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Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns. |
No information available | |
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Message Delivery Time Average time for messages to be delivered to clients. |
No information available |
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Case Creation Automation Auto-generation of service cases from incoming emails or client messages. |
Can auto-create service cases/tickets from emails/messages. | |
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Priority and Categorization Support for tagging tickets by priority and type for routing and handling. |
Supports prioritization and categorization of service tickets. | |
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Assignment Rules Automated or manual assignment of cases to the appropriate team or individual. |
Manual and automated assignment rules for service cases. | |
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SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases. |
SLAs and escalations are configurable for support workflows. | |
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Case Resolution Workflows Guided workflows for efficient problem investigation and resolution. |
Case resolution workflow templates included for structured support. | |
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Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket. |
Internal notes, attachments, and team chat on tickets supported. | |
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Client Portal Access Clients can view, update, and track their own tickets online. |
Client portal available for viewing/updating service tickets. | |
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Case Closure Feedback Collect client satisfaction feedback upon case resolution. |
Client satisfaction/feedback is collected on case closure. | |
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Active Case Limit Maximum number of open service cases the system can manage simultaneously. |
No information available | |
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Average Case Resolution Time Mean turnaround time for resolving standard support tickets. |
No information available |
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System Uptime SLA Contractually guaranteed percentage of system availability. |
undefined AdvisorEngine states 99.9%+ uptime in SLA agreements. |
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Disaster Recovery and Backup Automated data backup and rapid failover capabilities. |
Automated data backup and disaster recovery processes are in place. | |
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24/7 Support Availability Access to technical support around the clock. |
24/7/365 support is offered. | |
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Response Time Guarantee Average time to respond to critical support requests. |
No information available | |
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User Community Portal Online forum and help center for users to share solutions. |
User community and support knowledge center available. | |
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Regular Software Updates Commitment to periodic updates and enhancements. |
Regular updates/releases documented by vendor. | |
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Performance Monitoring Tools Built-in utilities to monitor system health and usage. |
Performance monitoring dashboard/tools provided to administrators. | |
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Incident Notification Immediate alerts to administrators for system issues. |
Incident notifications sent to admins for service interruptions. | |
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System Scalability Capacity to expand concurrent users or data usage without significant degradation. |
Cloud-based system is designed for scalability to thousands of users. | |
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Peak Concurrent User Support Maximum number of users supported simultaneously under full load. |
No information available |
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