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Junxure's approach to Client/Spouse

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asked by (120 points) about Junxure
edited by

Is anyone frustrated with the way Junxure addresses the Client/Spouse relationship? Their approach doesn't allow users to designate and/or report on whether the spouse is also a client or simply the spouse of a client. Although most advisers may not find this relevant in the grand scheme of things, we would find it extremely helpful, if there were simply a checkbox next to the spouse stating (if they were a client (much like the ubiquitous b-list checkbox)). It's also interesting how to approach joint accounts which may be held by a brother and a sister rather than spouses. I just don't get their approach.

1 Answer

0 votes
answered by (264k points)
edited by

This is the way the application works. If you can't find a feature, it means it wasn't implemented. It's easier to get in touch with the developers through the Contact Us page where you can see the available emails. Contact the developer and ask about the issue. They will offer help about their program and the way it works.

Contact Us page: http://www.junxure.com/contact/index.html

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