Juniper Square Features List

Juniper Square Reviews

Juniper Square

Investment management for real estate

4.92/5 (12 reviews)
199

Juniper Square Feature Summary

  • Fund management
  • Performance metrics
  • Compliance management
  • Risk management
  • Fee management
  • CRM
  • Fundraising automation
  • Investment management
  • Investor reporting
  • Investor portal
  • Contact management
  • Account management
  • Task management
  • Tags
  • Document management
  • Email management
  • Investment transactions management
  • Offerings management
  • Positions management
  • Meeting notes tracking
  • Document tracking
  • Data room
  • Automated, online subscriptions
  • Phone call tracking
  • Back office automation
  • Investment performance metric calculations
  • Summary reports
  • Investment email communications
  • Document delivery management
  • Secure data storage
  • Virtual asset tours with photos & integrated maps
  • Self service portal
  • Audit trail
  • Activity tracking
  • 256-bit AES encryption
  • SSL security
  • Role-based permissions
  • Permissions management
  • Data filtering

Real Estate & Property Feature Comparison

Most popular features of all Real Estate & Property apps

Accounting Management (19 other apps)
Activity Dashboard (27 other apps)
Activity Tracking (20 other apps)
Automatic Notifications (27 other apps)
Automatic Reminders (17 other apps)
Calendar Management (18 other apps)
Client Portal (19 other apps)
Contact Database (16 other apps)
Contact Management (14 other apps)
Document Storage (25 other apps)
Electronic Payments (16 other apps)
Expense Tracking (18 other apps)
Maintenance Scheduling (15 other apps)
Reporting & Statistics (25 other apps)
Search Functionality (16 other apps)
Self Service Portal (17 other apps)
Task Management (16 other apps)
Template Management (18 other apps)
User Management (15 other apps)
Work Order Management (17 other apps)

Competitor Feature Comparison

Juniper Square Feature Reviews

11 reviewers had the following to say about Juniper Square's features:

Joe Stampone

Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals

2018-05-16

Pros

The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

Cons

One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Powerful software, great company for any real estate investment fund manger!

2017-12-28

Next-level investor relations through reporting and CRM

Pros

My investors love the Investor Portal which makes performance reporting easy to update and distribute.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christina Mullin

Juniper Square is one of the best functioning investment management platforms we have found.

2018-05-08

Pros

The platform has really impacted our private investor relations and back office portfolio management for those investors.

Cons

I wish we had learned about Juniper Square sooner than we did as it would have saved me several years of time and work!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

the JS platform has been a great addition to our business

2018-05-07

Pros

customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Cons

customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Dave Enslow

Juniper Square is a great product that really helps our team stay lean and highly productive.

2018-05-07

Now when we get requests for information from investors we can direct them to their portal, which is often easier for our staff and more efficient for the investor.

Pros

As we grow and add more investors and assets to our portfolio, the ability to automate a lot of communication and reporting has been incredible.

Cons

There are a few things we would like to see to better facilitate our internal processes (like expanded email capabilities within the platform), but the team at Juniper Square is constantly making upgrades and is very responsive to our feedback.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie Witherspoon

Transforms investor mgmt process from laborious and error-prone to simple and professional.

2018-05-07

Streamlined investor relations process. Simple, clean CRM platform Great organizational structure for marketing and fundraising/financing

Pros

Juniper Square's super easy user interface is so refreshing in a CRM.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Powers

Juniper Square has significantly reduced the burden of raising and managing capital.

2018-05-21

Pros

Our investors constantly tell us how much they love the portal, and it has saved us countless hours previously spent compiling and emailing investor reports.

Cons

We only wish we had found Juniper Square sooner! There are several items we have realized would be useful as we continue to use the product, Juniper Square has a great feedback loop with our team and we believe they will keep updating the software to meet those use cases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kendall R.

We've been able to provide an institutional-quality reporting platform without increasing headcount

2018-05-22

Pros

Our investors appreciate the portal, and allows us to provide a polished, professional service while spending less time responding to ad hoc investor requests.

Cons

The team is still adding functionality, and have been very receptive to suggestions and quick to roll out new features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Brome

Practical and well designed software solution that's easy to use and incredibly reliable!

2018-02-02

Ease of use and streamlining workflows.

Pros

The combination of the CRM with back-office accounting and reporting has helped to streamline our operations.

Cons

We'd like to see an iPhone / Android app, but know this is in the works. From a CRM standpoint, we'd also like to see a bit more of a robust platform in terms of understanding a client's relationship to the firm. Currently this is data that we export and manipulate on our own.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brant Murdock

Great product backed by excellent customer service

2018-05-03

Pros

Provides a top-notch interface for investors to get real-time information on their investments.

Cons

I hope Juniper continues developing product features that allow it to further integrate into our operations and accounting platforms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melanie Johns, CPA

JS is a huge upgrade from our previous platform, streamlined our back office, our investors LOVE it!

2018-02-05

Pros

With Juniper Square you get all the functionality but with an interface that is very intuitive.

Cons

There are no negatives that we've come across; I just wish they had more software to help streamline other areas of our business!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more