Juniper Square offers a comprehensive suite of features designed to enhance the efficiency of investment management and operations. The platform includes tools for raising capital, investment administration, and investor reporting. Key features include a secure investor portal, CRM tools, automated workflows for subscription and document management, and detailed reporting capabilities that provide insights into investment performance and trends. The software also supports compliance with various regulatory standards, ensuring that users can manage their investments confidently and securely.
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Verified User Rating
AccountingActivity DashboardAlerts/NotificationsCampaign ManagementClient ManagementClient PortalClient/Property MatchingCompliance TrackingContact ManagementContract/License ManagementCRMData Import/ExportDocument ManagementDocument StorageEmailHelp DeskFAQsDesktop - WindowsMobile - AndroidCloud, SaaS, Web-Based
Juniper-Square
By Juniper-Square
