Juniper Square Features

Juniper Square

Modern investment management for the real estate industry

4.92/5 (59 reviews)

Competitor Feature Comparison

Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Audit Trail
CRM
Campaign Management
Client Management
Client Portal
Client/Property Matching
Compliance Management
Compliance Tracking
Contact Database
Contact Management
Contract/License Management
Critical Date Alerts
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Marketing
Email Tracking
Fee Management
File Sharing
For Investment Advisors
For Investors & Traders
Fund Management
Interaction Tracking
Investments Tracking
Lead Management
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Management
Real Estate
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Risk Management
Search/Filter
Secure Data Storage
Segmentation
Self Service Portal
Summary Reports
Task Management
Third Party Integrations
Transaction Review
Visual Analytics
Workflow Management
Visit WebsiteCompare App
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Audit Trail
CRM
Campaign Management
Client Management
Client Portal
Client/Property Matching
Compliance Management
Compliance Tracking
Contact Database
Contact Management
Contract/License Management
Critical Date Alerts
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Marketing
Email Tracking
Fee Management
File Sharing
For Investment Advisors
For Investors & Traders
Fund Management
Interaction Tracking
Investments Tracking
Lead Management
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Management
Real Estate
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Risk Management
Search/Filter
Secure Data Storage
Segmentation
Self Service Portal
Summary Reports
Task Management
Third Party Integrations
Transaction Review
Visual Analytics
Workflow Management
Visit WebsiteCompare App
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Audit Trail
CRM
Campaign Management
Client Management
Client Portal
Client/Property Matching
Compliance Management
Compliance Tracking
Contact Database
Contact Management
Contract/License Management
Critical Date Alerts
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Marketing
Email Tracking
Fee Management
File Sharing
For Investment Advisors
For Investors & Traders
Fund Management
Interaction Tracking
Investments Tracking
Lead Management
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Management
Real Estate
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Risk Management
Search/Filter
Secure Data Storage
Segmentation
Self Service Portal
Summary Reports
Task Management
Third Party Integrations
Transaction Review
Visual Analytics
Workflow Management
Visit WebsiteCompare App

Juniper Square Feature Reviews

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

Joe S.

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.

Cons

As an example, we thought the investor subscription and document signing process was a bit clunky.

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
Rachel S.

Juniper Square is exceptional

2019-04-11

Juniper Square hsa made investor management much easier for us.

Pros

Easy to use. User -friendly for investors.

Cons

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

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
Natalie K.

Life Changing Software & Support!

2019-03-27

The implementation team made the process so smooth and the support team is always there to help and provides the necessary assistance in a timely fashion.

Pros

Our investors can login and see all activity and documents related to their investments without having to contact us.

Cons

The distribution reconciliation is currently manual which takes time to change the status of hundreds of distributions each quarter. We are moving to 100% ACH which will remove this CON from our list!

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
Tom G.

Review

2019-03-26

JSQ saves us an immense amount of time with investor reporting and tax document delivery.

Pros

Very well thought out and user friendly. Great support, too. Saves time on our end and our investors have had a great experience with the portal.

Cons

Could also improve the subscription process and transferring/adding positions from an offering to an entity post-closing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David L.

Fantastic and intuitive product

2020-06-30

Juniper Square is a 10/10 product that I would highly recommend to anyone in the real estate industry.

Pros

It's an all in one data repository, investor management system, and investment database.

Cons

I have had very few issues with the software, and the Juniper Square team is incredibly responsive and helpful in addressing any issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joel A.

Great investment management platform

2019-02-15

JS has helped has really improved the efficiency and professionalism of our interaction with our investors and helped us better organize our document management.

Pros

Ease of use Efficiency of managing communication with investors Investor interface is intuitive and professional JS customer service super responsive Ability to quickly access information about our relationship with an individual investor (i.e. which active and realized investments is an investor in)

Cons

No real complaints...but I wish it were free

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
Loreen R.

Easy implementation, user friendly, responsive customer support

2020-09-14

Pros

We switched to Juniper Square from a different investor management platform and the transition was seamless.

Cons

Documents could not be transfered over during the migration which was a minor issue but one we had to work around nonetheless.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
TK F.

Best in Class Product & Support

2020-11-30

Great overall experienced: Data Room and CRM to support capital raising/markets team - great tracking and reporting - multi-functionality for outbound emails, as well as emails received from clients and prospects. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises.

Pros

Love, love our account rep, [SENSITIVE CONTENT HIDDEN] - knows her stuff inside and out, and always goes well-above and beyond to resolve any questions or issues in an extremely timely manner.

Cons

No IT team or person; they really need to address this ASAP. A smart phone App is also very much needed - a must have for any FinTech company, especially with Institutional clientele.

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
Kyle G.

Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches

2019-02-14

CRM & Reporting -- I have a database with hundreds of contacts that used to be organized in a spreadsheet.

Pros

However, the seamless integration of all those functions via an well-designed user interface sets this platform apart.

Cons

There is not anything I do not like about this software after using it for approximately one year.

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
Dave E.

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

2018-05-07

It has streamlined many of our processes and centralized all the investor data. 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
Zachary R.

Great and easy system

2020-09-22

Juniper square has been amazing, especially the implementation and training team. I have been working with [SENSITIVE CONTENT HIDDEN], who has been absolutely amazing

Pros

Juniper square has become my go to place for investment management

Cons

Would like some more flexibility on certain things. Would like some more charts & graphs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

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

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

There have been a number of items that come about that we want Juniper Square to be able to accommodate over the last 18 months, and I can honestly say that when we reach out to the Juniper team on these items, they are quick to get them fixed or start working on a solution or function to add to the platform to accommodate. 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
Kelsie D.

Juniper Square is the best investment management software for real estate!

2019-04-19

Two features that are currently saving me time are: 1) Fundraising- Being able to take our fundraising process online, from sending out an email blast about the opportunity to tracking subscription document delivery, has made every acquisition more efficient and less stressful for our team.

Pros

On the front-end, the investor interface looks professional and is very easy to use.

Cons

There have been a few disconnects with regard to our internal processes and the software.

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
Carol A.

Great Platform Enhanced by Exceptional Customer Service

2019-10-01

Very good experience overall for us; about 50-75% of our investors have appreciated the use of the portal.

Pros

The software provides more than 75% of the functionality we were looking for in an investment/financial management suite.

Cons

All the waterfall calculations and reporting have to be manually entered - likely a function of our internal investment structure.

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
Sandi H.

Juniper Square is the best in class real estate investment platform

2020-06-29

The integration with our other software has been smooth.

Pros

Juniper Square is very easy to use and was quick to implement.

Cons

There is really nothing I dislike about it.

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
Bohan L.

Fantastic Platform

2019-04-16

I think Juniper Square is a great platform which is worth to use.

Pros

it saves lots of our time to manage our investors.

Cons

it takes time to import data. When we add new account and contact, we have to manually do it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew M.

Great Software With A Great Company Behind It

2019-12-19

I was involved with selection and implementation of Juniper Square and I now manage our investments through the solution. My overall experience through each phase has been fantastic and we have realized all the benefits we had hoped JS would bring.

Pros

Ticks all the right boxes for what you would like to get out of a Investment management software tool for the Real Estate Industry.

Cons

Very few things I don't like about the software. The few recommendations I have had, have been passed on to JS and I feel comfortable they will be discussed and will show up in future releases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

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

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

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
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
Tara M.

Intersection's Review of Juniper Square

2020-04-01

Juniper Square has been a great tool to implement into our operations as a firm. I would highly recommend Juniper Square to any firm needing to incorporate an investor platform into their operations. It is truly a great tool to streamline investor communication and outreach.

Pros

Juniper Square enables our firm to maintain organization with investor and entity documentation, streamlines investor communication, and acts as an investor platform.

Cons

For example, one can upload documents to an investor position or to their contact, I think streamlining those capabilities to only one option might eliminate confusion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert F.

Easy and efficient investor management software

2020-01-03

Great!

Pros

Easy of onboarding and implementation.

Cons

The automated investor reporting needs additional customization features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Brant M.

Great product backed by excellent customer service

2018-05-03

Pros

Coordinates and automates subscription processes, saving time and resources.

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
Chris E.

Our 1st Year with Juniper Square

2019-02-19

We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office.

Pros

We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations.

Cons

The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software.

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
Amer M.

Juniper Experience - Year 1

2019-04-11

Pros

Portal, CRM, payments, fundraising, access to distribution information and investor summaries

Cons

It would be ideal to be able to process ACH distribution payments out of one bank account and check distributions out of another bank account

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
Julie W.

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