Juniper Square vs Yardi Investment Manager

Salesforce Sales Cloud

eWay-CRM

Certent Equity Management

RealPage IMS

Bob Finance

Allvue

Compare Juniper Square and Yardi 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

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

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.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Yardi Investment Manager is an all-in-one real estate solution for managing investor relations, automating the subscription agreement process and increasing visibility into investment and property metrics through a branded portal. 

Benchmarking

Customer Database

Customizable Fields

Drag & Drop

Email Templates

Financial Analysis

Financial Management

Order Management

Pipeline Management

Real-Time Data

Reminders

Template Management

Yardi Investment Manager

Yardi Investment Manager screenshot: Investors can access key documents, reports and published investment metrics, as well as insights into new investment opportunities.  

Yardi Investment Manager screenshot: Investors can view new investment opportunities in a deal room-like environment and enjoy a simplified end-to-end subscription process, from filling up the questionnaire to signing the subscription agreement.  

Yardi Investment Manager screenshot: Based on how you configure the access, investors can see a variety of predefined and custom metrics. The platform allows to define when these metrics will be published and become available to investors.

Yardi Investment Manager screenshot: Through the portal, investors can digitally sign subscription agreements in pre-defined areas of the PDF document with no need to use other third-party apps. 

Yardi Investment Manager screenshot: Powerful integrations with Yardi Investment Accounting, Yardi Voyager or Breeze Premier will help you gain insights into property metrics, leverage built-in accounting and eliminate disparate systems. 

Juniper Square vs Yardi Investment Manager Comparison (2026)

Juniper Square

Yardi Investment Manager

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives