Asset Import - Clearwater Analytics PMS
Looking at moving our Portfolio Management System from APX to Clearwater, would like an Asset Import based on Clearwater's reporting
Additional Options in Basic Information Table
Can you please add Mother's Maiden Name, Maiden Name and F.K.A options to the Basic Information Table?
Alert Field info captured as a note in actions
It would eliminate double entry by me and the staff. It would be great if any text added/deleted/changed to the Alert field was somehow captured and recorded as a note/action. for record purposes.
Beneficiary Report
ISSUE: This Beneficiary Report is sorted alphabetically by name instead of Primary then Contingent. POSSIBLE RESOLUTION: updating to sort the beneficiary type field to Descending. We would love to use these reports for client review meetings however,
Ability to Attach Documents to Workflow Templates
When building a workflow template, we currently do not have the option to attach a document. It would be nice to have this feature added.
Unsubscribe Link
It would be useful for mass emails to clients/prospects to add an Unsubscribe Link. It could either function by automatically adding "No Mail" to their account, or by removing specific tags from their record (Or some other method used to differentiate
Adding a Schwab Alert to the Junxure Workflow Integration Setup List
Schwab has an Alert named "Schwab Advisor Network Quarterly Invoice" which isn't in the Junxure Cloud Workflow Integration Setup list. We'd like the ability to assign that alert to one of our colleagues. Can that alert be added to the Setup list?
Be consistent with entering dates - prefer entering only numbers
The driver's license issued and expired date fields are formatted so that only numbers are required. nice! However, the date of birth field is formatted differently. We have to input the slash marks (/). My preference is to enter digits only. Also, having
Ability to Change Document Folder Name
There are several occasions we have the need to update/change a document folder name. Using the desktop version and having the P drive allowed for this. It would be extremely helpful to have this ability in cloud version.
Correspondence Editor in NEW TAB
You had finally put the correspondence editor in a new tab and it was the best two weeks I have had in the system in a year. Then, the UX upgrade ofccured and its back to in the same tab. PLEASE FIX THIS! IT IS FAR MORE IMPORTANT THAN YOU SEEM TO THINK
Email Mgt O365
We use the Microsoft 365 Email Mgt. Two thoughts, 1) it takes several clicks to assign an email to the correct action. First, we have to unattach and then we have to click to attach. A significant time saver would be having a "replace". 2) After we click
Electronic Intake Form
Hi Junxure Team, Here is my vision and it may already be in the works to my understanding - an electronic intake form. In our world collecting accurate and thorough client/prospect data is critical to our ability to market/onboard new accounts, etc...
Email Mgt Grid/O365 - UIRecordID to always populate
In the Email Mgt grid, there is not a way to show BOTH UIRecord ID AND UIActionID. if an email is linked to an Action, the UIRecordID will not populate. This means that it is not possible to sort by client within the grid. Please make it so that UIRecordID
Return button in grid - go back to previous location in grid
I'm pretty sure this used to be a feature that I think was removed. It would be nice, when you click the "return to grid" button, if we could go back directly to the spot on the grid where we were, instead of being taken back to the top of the grid and
Phone Integration with RingCentral
We would really like to see phone integration with RingCentral. They have an app that comes up on our desktop when a phone call comes in, which includes caller ID for who is calling. The app will open up a new internet browser window and will point to
Constant Contact Integration Improvement
With all the communication going on right now with coronavirus, we are getting about a 20-22% open rate with constant contact. It would be great if we could bring in the list availalbe in Constant Contact of those who did not open the email from a campaign
Integration of Veo 1 with Junxure to pull in assets
Hello, I was wondering if Junxure CLOUD could possibly integrate with TD Veo 1 so we can pull in the assets from TD into junxure. Thanks Jasmine Gautam.
Automate Orion Asset Import
*This is a re-submission* I sent this request through the old system and wanted to ensure it didn't get lost in the transfer to your new support portal. We have recently integrated Orion with Junxure. I spent a tremendous amount of time doing manual matching
Change Opportunity Record
I would like to be able to change the Record of an Opportunity.
SSN Showing In White Cards
We love the SSN in the white record cards. We don't like that it's hidden. Please give us admin capabilities to un-hide the SSN either on a firm level or a user/role level. We don't like "extra clicks". There are more click now to see it than there were
New login - make the password field recognizable for Lastpass
Thanks for the upgrades to the recent login security. However, with the new login screen, our employees can no longer enjoy the benefits of their Lastpass license, as the username/password will not fill. I'll hazard a guess and say it's because it isn't
SSNs in Record Card
SSNs in the record card... keeping it prominent with the other pertinent info, like DOB and Address. No need to drill down further into the record for this info that is required on what seems to be every custodial form there is for a client.
Security Question is not hidden with asterisks
I just started using the security question for 2FA (less hassle given that I have Junxure set to logout due to inactivity, so I'm logging in several times a day). I notice that when typing in the answer, it is fully readable (not masked by asterisks,
Dual Factor Authentication
1. I use Republic Wireless as a cell phone provider. Please add Republic to your list of allowable cell services. 2. It doesn't make any sense that your proof of dual authentication can be anyone's cellphone as long as it is on a major network. I put
Multi-Factor Authentication issues
We have had issues with the MFA text not coming through quickly, and the code not working. Another issue is the use of an upper case i, which appears as l. The "I" should not be used.
Middle Initial does not appear in Summary of Record
Please add the middle initial of the person 1 and person 2 records to the summary view. Please see attached example.
Addition to basic information
The client's social security number should be added to the basic page so that you don't have to scroll around to find it.
Simplify Client Records
Would be nice to have access to all client information on one page of their record. Instead of sorting through many different pages to find where to change phone numbers, social security, addresses, emails, birthdays etc., simply have it all available
Birthdays on Dashboard page.
It would be nice to be able to see which clients have birthdays today on the dashboard page. You could easily see who they are, how old they are and if their name had a link to click on that went to their record, you could send them an email or call them
Editor
PLEASE replace this ASAP with Office 365 functionality. Every time I try something I get stymied by the clunkiness of this tool. Here's the latest: I just tried printing a 12 page list of mailing labels and the tool was not smart enough to let me acknowledge
Limit Logins by IP
We would like to limit the access to Junxure Cloud on a per IP basis. For example only allow login from our internal network. This was promised quite a while back, but has yet to be put in production. Many other cloud based services we use offer it.
Add the ability for MFA to send to email
It would be nice to have the ability to set an email address for MFA not just a cell number.
Document Download Fix
Please change the document downloads to once again download the name of the document to include spaces instead of plus signs. For the last several days "Test Document Client Name.docx" has been downloading as "Test+Document+Client+Name.docx" and it is
New Record
When creating a new record at the beginning where you enter the phone number and email - it would be nice to be able to assign the labels for those then such as Primary or Personal at the beginning instead of having to go back into the record once created
New Record Update
When creating a new record at the beginning you enter an e-mail and phone number. It would be nice to be able to assign the label there for those such as personal or home instead of having to wait until the record is created and going in then to add
Action Summary View
When navigation from the pending actions screen into an action, the Summary of the Clients information contains the month and day of birth. It would be great if we could also see the birth year or add the clients age please. See attached example
Expand Options for Customization of Fields
We have leaned heavily on the User Defined Fields to track information that isn't native to the system. It's starting to look like a junk drawer as many of the fields don't relate. We'd like the ability to better organize these fields; we could either
Would like ability to have MFA set to an email address
It would be nice to have the ability to use an email address for MFA instead of a Cell phone #
Adding New User Groups
When adding a new user group, we currently have to scroll through a list of current employees, previous employees, current interns, and previous interns. It would be great if the list only displayed Active Employees. I have 64 active employees and the
Office 365 Integration
Since transitioning to Office 365, we are experiencing issue's capturing emails and maintaining a consistent connection. If we there were a "select page" option in the highlighted area, it would make the resynch process easier. We currently have to resynch
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