Review Detail
Overall rating
2.2
Company
3.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
3.0
Security
1.0
Pricing
5.0
Easy to use and well integrated with MS products.
still looking for the silver bullet that ties it all together. Junxure was too complex to operate.
User Review
The Good
easy to get started
The Bad
hard to customize
The Bottom Line
when someone makes something easier and more custom to financial services I'll move
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