The tabs make it appear to be easy to visually navigate.

Lastly, I LOVE the workflow capabilities. Being able to have detailed workflows, with built in prompts and notes, to keep our processes running efficiently and effectively is priceless.

Our previous CRM had a daily or monthly calendar view of meetings, and we do miss it.

The features I like most are the integrations with, Schwab, Orion, Office 365. I also love the workflows and ability to send bulk emails and track easily.

A pretty good value for its price. We are satisfied enough to not be shopping with any regularity and continue to see product improvements rolling out.

Overall, It is praise-worthy software. If you can utilize the software at a full pace, it will surely bring great return with efficiency & effectiveness.

The Laser App integration is also super helpful - such a time saver. Another great value to us is the Outlook Add-In that captures our emails with clients and links them to their Junxure records.

The biggest weakness historically is that the user had to scroll a little too much to find information. However, with a recent upgrade, the new interface has solved that problem.

There are many features that we used in desktop that either didnt get brought over to Cloud or are more difficult to figure out how to use in Cloud.

The ability to build and deploy multi-step workflows across the organization by name or job title.

The team at Junxure is wonderful and are extremely helpful and cheerful when we have questions.

Great functionality, but there's a learning curve.

Junxure Cloud is easy to use. The dashboard is simple and arranged like tiles, so we never have to look for something.

It is helping us to reach our goal easily with database automation & Document vault. It has a great customer support team on board.

Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can't live without it.

I like how i can track outstanding tasks for clients of the firm. I also like the ability to have it show up on your task list.

The ability to budget monthly and monitor my credit score as well as account balances is top tier. The interface is also incredibly intuitive and user-friendly.

There are so many things I love about this app.

Great for anyone who wants to grow financially. You can be an absolute beginner as Mint does all the work for you once you set up your accounts and custom reports.

The best alternative for personal finance tracking.

I love that Mint connects with all of your credit cards, bank accounts, and loans and gives you an easy to read list of balances, due dates, progress towards goals, and much more.

Mint is a phenomenal program to help me keep track of every penny (pretty much) that is going in and out of my various accounts daily. Additionally, I can track bills and get suggestions.

I like how this software categorized my spending habits, provides useful and simple ways to save money and tracks my spending.

There's some learning curve with this software but overall once I got hang of it it's pretty useful for keeping track of daily and big expenses.

It’s updated in real time so it is my  right now numbers. I love to track my progress.

No integration with Turbo Tax or any tax software for filing taxes online.

For those who have many credit & checking accounts across a wide variety of banks, Mint is one of the best solutions out there to easily track your spending.

I like how the program provides a simple, elegant interface for tracking a wide variety of financial components all in one place.

Super easy to add all a points from checking to credit and loans. Mint gives me an Instant and full picture of all my expenses and investments.

Sometimes the app still can’t differentiate different transaction and made mistake, which messes up the budget cap for each categories.

Being able to budget and track my finances simply and clearly.

I really do not like having to link it to my accounts though. It’s a small risk but still a risk.

Also, you have to share all your passwords with Mint, which some people will be uncomfortable with.

I am very happy with this program and will continue to recommend it to all of my friends.

I use Mint to keep track of my personal finances. It's easy to use and has a lot of great features.

I love that I can use Mint to track my personal spending. It’s great that you can link your bank accounts and see where your money is going each month.

It has excellent integration and works with multiple banks.

Some purchases are not updated quickly and will be placed in wrong categories.

Can be difficult to find my monthly budget, which I use most, particularly as new updates push it far down the page.

My main negative remark is that the application disconnects from the financial accounts often and I need to re-sign in a lot.

And sometimes my linked bank account will be unlinked. I haven't figured out what caused this problem.

Can be tricky when my bank account won’t stay linked or the app feels a bit clunky, but overall love using it.

It makes it really easy to visually see your spending habits. I also like how Mint suggests different credit cards for you and shows you how much you can save and perks for each card.

Great concept, easy to use, quick understanding of your finances with easy to read snapshots.

I liked the fact that it helps you keep track of your spending. It is a good practice to keep things orderly and professional financially.

I've had great success creating budgets and tracking down different transactions using the Mint interface.

Very comfortable and easy to navigate and review the bank and credit card accounts.

Once I connected all my accounts this is a great way to have a consistent snapshot of my financial standing on a daily basis.

I love how easy it is to export financial data into excel to further analyze. I also like the built in graphics and reports mint gives to help me get a quick understanding over my financials.

This software is really easy to connect to your accounts and extract data quickly. You can get a real overview of your expenses.

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AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, reporting, and more. 

AdvisorEngine includes customer relationship management (CRM) tools with powerful workflow automations and document storage. The client portal helps increase engagement and provides direct access to all financial accounts. The goal-based planning tools and interactive reporting allow clients to track performance, create scheduled reports, and manage financial portfolios. 

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Approval Process Control

Cash Flow Management

Customer Database

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Mobile Access

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Performance Metrics

Channel Management

Portfolio Rebalancing

Client Portal

Workflow Management

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Activity Dashboard

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Data Visualization

Modeling & Simulation

Cash Management

Billing & Invoicing

Investments Tracking

Interaction Tracking

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Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear picture of your spending, budgeting and investing. Use Mint to track your spending and set budgets, pay off debt faster, save money on interest and late fees.

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