JumpAI - Workflows vs Actions
It would be awesome if users could select from a dropdown list select the workflow they would like to utilize when sending Notes from Jump to A/E. Each Item will require a different Actions. Example Meeting Notes, Distributions, Etc. Or have the ability
Workflow templates in a grid, to export to Excel
I'd like to suggest a new feature: the ability to view all our workflow template steps in a grid, so we can download into an Excel file for analysis. It would be great if the file included these details from the actions in each template: Workflow name
Ability to add notes to workflow actions not yet created
Back in Junxure desktop, we had the ability to add a note to a workflow action that had not yet been created. For example, once we kicked off a workflow, we might have some additional step that we know will be needed in a certain action later in the workflow.
Workflow streamlining
Can we update the multi-step workflows so when the action is completed it automatically flows to the next step? The "add this action" feature seems redundant. The workflow template is geared towards the most common necessary steps. You could add an option
"Client" Classification
How can the "Client life events" card be cleaned up if I still need the classification of "Client" for the revenue output to work. It seems that the "client" classification has competing demands based on which report/tab/function you are using in AdvisorEngine.
Dashboard Cards - In-service Distribution Age (59.5)
We would like to request the addition of a new card to the dashboard that would help us track clients who will turn 59.5 in the upcoming year or coming months. This age is significant for clients looking to access in-service distributions from their retirement
reassigning actions & recurring actions
It would be amazing to have an extra option when reassigning actions & recurring actions to have them go to Advisor 1. Typically when an advisor leaves, we reassign the records to other advisors on the team, not just one person. Currently we have to manually
Visual Display of Relationships
It would be so helpful if the Relationships grid was a more user friendly visual display that differentiated between a Record's familial relationships vs COIs/others. For example, if the program could create a simple family tree widget that just filled
Security Question
It would be great if there was a field we could use on the profile cards for a custom security question where we have the ability to establish a custom question and answer for the client profiles to help with authenticating them when they call in. I know
Record Relationships Report
Add the following fields so we can quickly filter and see which clients belong to which Advisor Owner Group Editor Group Adv 1 Adv 2
FYI for User Created Roles
It would be really great if we could FYI actions to our user created roles. We are in the process of transitioning clients and it would be helpful if former Advisors had an easy way to receive updates on clients by having a Former Advisor option in the
Record Summary Report
It would also be helpful if the following information was included in the Report/Record Summary: +Record Number; +Date of Death; +Notes field for Info Contacts. Thanks for your consideration~
I'd like to be able to send an email from an Action without clicking Edit first
When I open a client Action, I'm often only sending an email. Having to click Edit first, then select email, then click Yes to save what I did not even edit seems excessive. It doesn't make sense to our team why it is necessary to click edit at all. Less
Interactive Activity Feed
The Activity Feed on a Record is not specific enough and it would be helpful if the activity notes were live links that connected you to where the change happened on the record (to the Action or to the data point that was updated). Just getting a notice
Dashboard
I would like to have a card for Actions Tracking that shows Primary Advisor, Task Owner and Status for FA view. The idea is to have a card where the Financial Advisor can see the tasks that the Client Service Team is working on for their clients so I
I'd really like to be able to re-date a group of Actions en masse all at once
I know we can reassign a group of Actions from one team member to another, but there seems to be no function to be able to redate them. If there are two dozen recurring Actions that popped over the weekend, on Monday, I'd like to select that "group",
Annual Income
Please consider changing the "Annual Income" field to a drop-down with options, rather than being hard-coded to a numerical entry. I know we can add a custom User Field, but then this one piece of information will be located in an entirely different area
Client 2 Factor Authentication
With increasing AI fraud, it would be cool if we could send an authentication code to the client either via the email or phone number on file. If the enhancement integrated with RingCentral or other integrated phone systems then even better.
Bi-directional Integration with Hubspot
Please work on integrating with hubspot to automatically import new leads/prospects/clients to Hubspot. If it can be a bidirectional integration, even better.
Delete Record - change to Archive or Hide Record
Suggestion: While in a client under Tools/Record Setting/Delete Record - could you rename it to state "archive record" or "hide record". This way people will know that we aren't actually deleting the record. Also, once in "Records" under Tools/Restore
Deceased
The Deceased is so small on the summary page that often times it gets overlooked. Could you change the color to red or something that stands out.
Client Contact Notes - Calls, Meetings, Annual Review Etc.
I would like to have client contact notes separated from Actions for easier review. Having to search actions and open the action to view the note is cumbersome. Creating an action in order to simply write a note is also cumbersome. Maybe under the notes
Mitel vs. VoicePro - Are either of them worth it?
We are considering a change to our phone provider. Is anyone using one of the current VOIP integrations? I'd love to hear some feedback. AE: With the AI integrations on the near-term roadmap, what are your recommendations for VOIP that will work seamlessly
Audit Log - Record Tags
I'd like to be able to see an audit of when record tags were added/removed, and who made the change. We rely on the tags heavily, and we run into issues when they are mysteriously added or removed, and we can't figure out who is doing it or why. Tha
Checkbox Option in Action Notes
Request for an option to insert a clickable checkbox in the Notes section of Workflows. We would like the team member completing the action to be able to check off step-by-step parts of the Action.
Checkboxes in Actions
I think it would be really beneficial to add clickable check boxes into actions. We use our actions to help our employees follow specific step by step processes for different tasks. If we had clickable check boxes, then they would be able to click the
Scheduling Client Meetings
I would like to see a scheduled client meeting show on the record's/Household profile page and be linked to the calendar item. It would make sense to be able to navigate to a record directly from a meeting on the calendar (instead of navigating to an
AE Community Forum/Peer group for best practices and solutions.
I'm interested in forming a group of ops managers and support persons in the RIA space who can share best practices and solutions they have for using AE.
Revenue - be able to report split commission
Currently, the revenue report is only looking at ADVISOR 1 and reporting the numbers in that manner. Unfortunately, we are a team that has split commission and therefore the revenue report doesn't reflect the numbers accurately at the practice level.
Revenue import, negative numbers, and Revenue by Type
Currently, when you import the revenue, negative numbers will enter into AE at the record level. HOWEVER, when you click on "Revenue by Type" to make sure your numbers balance, it will not pull any of the records with negative numbers. This does not allow
Outlook Contact Sync - Person 2
We are currently not utilizing the Outlook contact sync because it only connects Person 1 and ignores Person 2. It would be better if the Outlook sync worked based on People not Records - that is, if it pulled every Person 1 and Person 2 as individual
More than 2 Client Cards
It would be beneficial to have the option for more than 2 client cards in a record. We have several clients who have a POA that calls in on their behalf. Having another card for those clients so we can link them to the record and keep all the notes, meetings,
Add more than 2 people to a record and more flexibility with Households
We focus a lot on Families. We are like a multifamily office. This means we have relationships with Generation 1, 2, 3 in some cases. It would be nice to see the entire household one the main record page, maybe a widget below. Also, it would be nice to
Phonetic Spelling - Record Name
One of my team members had an idea today - phonetic spelling for the record names. This would be incredibly helpful for a team member that may not be familiar with a client. We add this from time to time in the alert or reminder section but to have a
Tamarac Asset Import - Add Asset Name
We recently switched from Orion to Tamarac. The Orion import brought over the account name as the asset name in AdvisorEngine. The Tamarac asset import would be improved if we could add the account name as the asset name rather than AdvisorEngine assigning
Email Schedule Send
Would love the ability to schedule send an email for the future, like I do with Outlook
App Request
Dear Junxure Team, As technology continues to evolve, we’re seeing AI and mobile solutions become increasingly integrated into the financial services industry. In light of this, we would like to formally request the development and release of a mobile
Mass Opportunity Change Tool
It's difficult cleaning up Opportunities. I recommend a couple of things: 1) Mass Opportunity Change Tool. Being able to select multiple Opportunities to close them or delete them would be very helpful. 2) When looking at an Opportunity, having a "Return
Bulk Action Updates for Opportunities - Grid View
Hi, I noticed that the bulk action feature is available for both Records and Actions, but not for Opportunities. It would be incredibly helpful to have this functionality for Opportunities as well, allowing us to bulk update the statuses for multiple
Email Automation in Workflows
It would be great if it were possible to set up a workflow to contain an action that would automatically send an email (template) to the primary email address in the record. For example, all of our clients get a "Welcome" email with required disclosure
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