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.
