Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
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Wolters Kluwer CCH ProSystem fx
Score 7.8 out of 10
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Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities.
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Pricing
Junxure
Wolters Kluwer CCH ProSystem fx
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Junxure
Wolters Kluwer CCH ProSystem fx
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Junxure
Wolters Kluwer CCH ProSystem fx
Considered Both Products
Junxure
Verified User
Anonymous
Chose Junxure
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
The customer support is amazing and was a big reason my firm chose Junxure to work with. While the software may seem the same, Junxure has been working on enhancing their offer and the new upcoming version seems to eliminate some of the points of pain such as allowing for …
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your …
We evaluated Thomson Reuters CS Professional Suite and CCH Axcess against CCH Prosystem fx and found that CCH Prosystem fx edged out Thomson Reuters CS Professional Suite and CCH Axcess. Thompson Reuters had many of the features, but came in slightly short in regards to forms …
We use Thomson Reuters suite for payroll purposes but they do offer the same services as Wolters Kluwer does. I have heard from companies that do use Thomson Reuters tax and they are happy with it. As mentioned, I was not present at this firm when CCH was purchased so I am …
Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the …
Junxure has proven to be the best thing for our company, especially during COVID-19 and quarantine. We are all able to work from home and access all our clients' data online. We can assign tasks to each other without having to be in the same office space. Productivity and growth increased, and we have been able to focus more on our clients and their needs.
Wolters Kluwer CCH ProSystem fx is best suited for more experienced tax professionals that typically prepare more complicated individual returns (1040). It is also well suited for firms that prepare corporate, partnerships, estate/trusts, and other more detailed returns that require K-1's. The application is good for small and large teams due to the workflow that keeps everyone on the same page. For smaller firms that prepare simple returns, there are other products in the market to fulfill those needs.
Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your BD. If you are an RIA, I would check out their integrations pages and find out what other systems you already use. Especially if you BD uses a proprietary custodian. They may only be integrated with one CRM. Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.
We use Thomson Reuters suite for payroll purposes but they do offer the same services as Wolters Kluwer does. I have heard from companies that do use Thomson Reuters tax and they are happy with it. As mentioned, I was not present at this firm when CCH was purchased so I am not sure if any comparisons were done between the two
It has saved time by automatically capturing emails.
It has created efficiency from having to keep track of tasks manually or keeping power documents around.
It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
