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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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
Supported
Critical Date Alerts
Supported
For Investors
Supported
Portfolio Management
Supported
Brand Management
Not Supported
Cash Flow Analysis
Not Supported
Deal Management
Not Supported
For Appraisers
Not Supported
For Brokers
Not Supported
For Property Managers
Not Supported
Strategic Planning
Not Supported
Investment Management
Accounting Management
Supported
Client Management
Supported
Compliance Reporting
Supported
Fund Management
Supported
Performance Metrics
Supported
Risk Management
Supported
Benchmarking
Not Supported
Bonds / Stocks
Not Supported
Commodities
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
Real Estate Transaction Management
Accounting
Supported
CRM
Supported
Critical Date Alerts
Supported
Document Templates
Supported
Electronic Signature
Supported
File Sharing
Supported
Task Management
Supported
Transaction Review
Supported
Appointment Scheduling
Not Supported
Commission Management
Not Supported
Contract Management
Not Supported
