Why SoftwareWorld Chooses Juniper Square:

“SoftwareWorld selected Juniper Square based on its exceptional user reviews highlighting its intuitive interface, robust functionality, and comprehensive features tailored for real estate investment management. Users praised its efficiency in streamlining operations, enhancing investor relations, and providing insightful analytics. The platform's ability to integrate seamlessly with existing systems and its responsive customer support further solidified its reputation as a top choice in the industry.”

Highly Recommended

Juniper Square Overview

Juniper Square is an innovative investment management platform tailored for real estate professionals to streamline asset management, investor relations, and compliance tracking. The software supports investment portfolio organization, fund administration, and performance reporting, allowing firms to efficiently manage and communicate with investors. Juniper Square’s intuitive dashboard provides insights into asset performance, while its CRM features enhance investor engagement through personalized communication. The platform supports document sharing, financial reporting, and compliance tracking, ensuring transparency and security in investment management. With easy access to analytics and a focus on data accuracy, Juniper Square allows firms to make informed decisions and maintain trust with investors. Its seamless integrations and scalability make it suitable for firms of all sizes, from small real estate funds to larger asset managers.

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Contact Details

  • Vendor Name Juniper Square
  • Founded 2014
  • Location United States

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Real Estate

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Juniper Square Features

  • Arrow Icon Referral Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Contact Database
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Management
  • Arrow Icon Campaign Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Client Management
  • Arrow Icon Email Marketing
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Lead Nurturing
  • Arrow Icon Interaction Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Appointment Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Distribution
  • Arrow Icon Client/Property Matching
  • Arrow Icon Task Management
  • Arrow Icon Segmentation
  • Arrow Icon Lead Capture
  • Arrow Icon Email Tracking
  • Arrow Icon For Real Estate
  • Arrow Icon Property Database
  • Arrow Icon Omnichannel Communications
  • Arrow Icon For Property Managers
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Cash Flow Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon CRM
  • Arrow Icon Contact Management
  • Arrow Icon For Investors & Traders
  • Arrow Icon Accounting
  • Arrow Icon Property Database
  • Arrow Icon Commercial Property Management
  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Partnership Accounting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Accounts Receivable
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon Accounts Payable
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Activity Dashboard
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Donor Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Accounting
  • Arrow Icon Commission Management
  • Arrow Icon File Sharing
  • Arrow Icon Task Management

Juniper Square Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Juniper Square FAQs

Juniper Square is an innovative investment management platform tailored for real estate professionals to streamline asset management, investor relations, and compliance tracking. The software supports investment portfolio organization, fund administration, and performance reporting, allowing firms to efficiently manage and communicate with investors. Juniper Square’s intuitive dashboard provides insights into asset performance, while its CRM features enhance investor engagement through personalized communication. The platform supports document sharing, financial reporting, and compliance tracking, ensuring transparency and security in investment management. With easy access to analytics and a focus on data accuracy, Juniper Square allows firms to make informed decisions and maintain trust with investors. Its seamless integrations and scalability make it suitable for firms of all sizes, from small real estate funds to larger asset managers.

  • No, Juniper Square does not offer a free version.

  • Yes, Juniper Square offers a free trial.

  • No, Credit Card details are not required for the Juniper Square trial.

  • Juniper Square supports the following payment frequencies:

    • Annual Subscription

  • No, Juniper Square does not offer an API.

  • Juniper Square offers support with the following options:
    • Email , Chat , Knowledge Base

  • Juniper Square offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Juniper Square supports the following languages:
    • English

  • Following are the typical users of the Juniper Square:
    • Self-Employed , Small-Business , Midsize-Business

  • Juniper Square supports the following deployment:
    • Cloud Hosted

  • Juniper Square supports the following devices and operating systems:
    • Web-Based

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