Name: Juniper Square
Rating: 4.92 (61 reviews)

Juniper Square vs AppFolio Investment Manager

MRI Property Management

Certent Equity Management

RealPage IMS

Bob Finance

Dynamo Software

SyndicationPro

Compare Juniper Square and AppFolio Investment Manager based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

Access Controls/Permissions

Accounting

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Audit Trail

Campaign Management

Check Printing

Client Management

Client Portal

Client/Property Matching

Communication Management

Compliance Management

Compliance Tracking

Contact Database

Contact Management

Contract/License Management

Critical Date Alerts

Customizable Reports

Customizable Templates

Data Import/Export

Data Visualization

Document Management

Document Storage

Electronic Payments

Electronic Signature

Email Marketing

Email Tracking

Fee Management

File Sharing

For Investment Advisors

For Investors & Traders

Fund Management

Interaction Tracking

Investments Tracking

Investor Reporting

Lead Management

Mobile Access

Performance Metrics

Portfolio Management

Private Equity

Real-Time Notifications

Referral Tracking

Reporting & Statistics

Reporting/Analytics

Risk Management

Role-Based Permissions

Segmentation

Self Service Portal

Task Management

Third-Party Integrations

Visual Analytics

Workflow Management

Juniper Square

Web-based

Investor Communications Manager

Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.

Partner

It has been a great experience and our investors have been pleased with our roll out of the system.

Director of Real Estate Operations

Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity.

Asset Manager

Our investors always have good things to say about the platform. Even those that aren't technology advanced find the software to be easy to use and very helpful.

Private Capital Analyst

Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems.

Chief Financial Officer

Juniper Square is very easy to use and was quick to implement. It is very intuitive and a great solution for us and our investors.

Managing Director

Great reporting capabilities and our clients love the portals.

CEO & Founder

Been thoroughly impressed by the product's robustness - Data Room, Investor Reporting and CRM all in one user and graphically friendly interface.

Finance Administrator

Juniper Square is so easy to use. I feel like the team at Juniper has thought of everything - the software is so robust and intuitive.

Director of Investor Relations & Business Development

Working with the rep and the rest of the Juniper Square team has been amazing.

Director, Investor Relations

Easy implementation, user friendly, responsive customer support.

I also appreciate having a specified account manager from Juniper Square - it's easy to develop a relationship and have them really undersand our wants and needs.

Vice President

For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors.

Juniper Square is a great tool to connect with our investors.

No IT team or person; they really need to address this ASAP.

Business Manager

Am also anxious for the mobile App form so could access on the go.

7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.

Executive Administrator

N/A There is nothing that we don't like about this software.

Juniper Square screenshot: Gain quick and central access to contact information through Juniper Square's CRM

Juniper Square screenshot: Manage investment ownership, transactions, and capital accounts with investment management tools

Juniper Square screenshot: Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated maps

Large Enterprises

Mid Size Business

Small Business

SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

Dynamo Software is a cloud-based, AI-powered investment management platform for GPs, LPs, and service providers. With built-in automation and configurable reporting, it streamlines front-to-back-office needs for CRM, investor relations, portfolio management, fund accounting, to compliance.

Unify all your leasing, property management, facilities, and finance operations with MRI’s AI-powered property management software.

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Appointment Management

Customer Database

Data Synchronization

Deal Management

Email Templates

For Commercial Real Estate

Lead Capture

Lead Generation

Pipeline Management

Real-Time Analytics

Real-Time Data

Reminders

Status Tracking

Template Management

Transaction History

AppFolio Investment Manager

Android

Linux

Windows

iPad

iPhone

BUSINESS ADMIN/INVESTOR RELATIONS

I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.

Executive Assistant

How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.

Director of Investments

The customer service has been outstanding as well. They are always helpful and quick to respond.

Director

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Office manager 

Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.

Accounting Manager

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

Senior Financial Analyst

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

Partner and Chief Risk Officer

Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.

Director of Investor Relations

It's been great, love the customer support. Always very fast and on top of it.

Managing Member

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

Principal 

We have had great success with our overall investor experience and have fully integrated into our capital raise process.

I'm a very happy customer and would definitely recommend this solution.

Director - Investor Services

This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.

Office Office

An amazing software that is transitioning as needed.

Principal

I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations.

Assistant to the Predisent 

We were provided with limited information and had to rely on customer service to get through the early stages.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

Executive Director- Investor Relations

So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.

Juniper Square vs AppFolio Investment Manager Comparison (2026)

Juniper Square

AppFolio Investment Manager

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives