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Junxure CRM reporting is now 6x faster + user performance tips

We are excited to announce new enhancements to our Junxure® product, designed significantly to reduce the time it takes to produce reports.

A financial advisor’s time is best spent servicing clients and building relationships, not sitting in front of a screen, waiting for data to load. With that in mind, we’ve rebuilt our functionality to maximize performance. Now, for instance, Action reports will load and be ready to print six times faster.

Maximizing reporting

As part of the process to continually improve the user experience with our Junxure system, we investigated areas to accelerate performance - and reporting became our primary focus. 

After careful investigation and research, the team decided to rebuild our storage database to improve memory management, explained
AdvisorEngine Product Manager Jason Kissinger. Junxure was then tested in different environments to ensure performance was being achieved across standard and custom reports. 

“When we replaced the storage database with a new one that we rebuilt, we started to see incredible improvement,” Kissinger said. “Other conditions may affect times, but we are confident our users will enjoy a vast improvement in speed across the board.”

Indeed, users are already experiencing a difference.

“The new reporting update has been amazing by the way! This has been a big win for me personally,” said Matthew Brown of JNBA Financial Advisors

Sheila Epps of Sage Rutty & Company agreed, “It used to take about a minute to load most reports, now I literally just click and it opens. This is so awesome!”

User tips for even faster performance

Junxure clients can take steps to optimize reporting within their own user environment. Our team has three suggestions: 

  1. Internet speed -- Make sure to test your internet speed and connection often. Be aware that reports can zap speed within your internet capabilities.

  2. Action notes -- These notes should just be something that describes the action or the information you want someone to know about the action. Make sure your action notes are not too lengthy, it’s not the place to write a novel.

  3. Data consistency -- It’s always good to have up-to-date and consistent data.  This ensures that you aren’t pulling reports with data that you don’t need. Sometimes inaccurate data can skew the reporting functionality. 

Added Billy Rueckert, part of the training and consulting team: “I would recommend that firms keep good, consistent data. Without consistency, reporting is very difficult. Your CRM is only as powerful as the data in it - outdated and stale data will only hurt your bottom line.”

At AdvisorEngine, we’re constantly working to make your processes more efficient and intuitive, so you can focus on what’s important - your business. Let us show you how. 


This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.



AdvisorEngine powers financial advice that is personal, scientific, and beautiful. The company’s technology is trusted by over 1,200 wealth management firms in the United States that manage $600 billion of assets.


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