Juniper Square vs RealPage IMS

AppFolio Property Manager

eWay-CRM

RealPage

Certent Equity Management

Bob Finance

Investor Deal Room

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

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.

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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

AppFolio Property Manager is an all-in-one platform designed for property management businesses across various portfolio types. The software integrates accounting, marketing, maintenance, and leasing features within a single intuitive interface, while offering AI-powered tools for automation and insights. Property managers can streamline workflows through customizable features, resident and vendor portals, and mobile capabilities that support efficient operations.

RealPage is a cloud-based property management solution designed to help medium to large businesses organize and store electronic records, compliance documents, service requests, and digital assets. The platform offers forms, reminders, standard reports, and other customizable functions.

Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

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.

Benchmarking

Cash Flow Analysis

Deal Management

For Brokers

For Property Managers

For Real Estate

Modeling & Simulation

Portfolio Rebalancing

Strategic Planning

Transaction Management

RealPage IMS

Android

iPad

iPhone

Investor Relations Associate

Overall, the customer service and product have been outstanding and we have had a great experiencing using the product and our investors love it as well.

The ability to fund and have investors fill out the esignature agreements and have that connect with the investor portal side, is so helpful and a great time saver.

Managing Partner

IMS was the perfect solution to help manage the growing number of assets and investors.

Investor Relations Associate 

A great tool, with which I am hopeful to gain user adoption across our organization.

Ease of use for us as admins and for our investors. We have had several compliments on how easy it is to find info about their investments and the documents associated with them.

We also love the ability to have our investors do online signatures, very quick and easy.

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.

Principal

Software 'on-boarding' has gone better than expected and initial response from clients has been good.

Very robust and easy to use. CRM integration is very powerful.

My biggest frustration is the lack of support by phone.

Principle

The software itself was very easy to use. We had a slightly different need when we started and the staff at IMS was great to respond to our needs.

Director of Acquisitions

Really like the software and customer service is excellent.

Over the next couple of months we made some modifications that were perfect for our internal needs and for our clients.

founder

IMS has been a great tool for our firm. Two other groups we work with adopted the software as well based on my constant cheerleading for IMS.

Senior Project Coordinator/Investor Relations

Right when we kicked off- we had some troubles immediately with getting the invitation out to investors. That was a little alarming and embarrassing.

Although the implementation process was time consuming and difficult, I regret not having done so sooner.

General Partner

The user interface for our investors was simple and easy to use. The features that the portal did have were intuitive as well.

Not sure that there are any areas that I would have developed differently.

Juniper Square vs RealPage IMS Comparison (2026)

Juniper Square

RealPage IMS

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives