Audience
Anyone searching for an investment management platform
About Juniper Square
Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Juniper Square
Founded: 2014
United States
www.junipersquare.com
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Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Juniper Square Frequently Asked Questions
Juniper Square Product Features
Commercial Real Estate
CRM
Critical Date Alerts
For Investors
Portfolio Management
Brand Management
Cash Flow Analysis
Deal Management
For Appraisers
For Brokers
For Property Managers
Strategic Planning
Investment Management
Accounting Management
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Risk Management
Benchmarking
Bonds / Stocks
Commodities
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Real Estate Transaction Management
Accounting
CRM
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Appointment Scheduling
Commission Management
Contract Management
