Juniper Square Reviews & Product Details

My firm has only just onboarded, the initial onboarding process seemed pretty seamless. Exporting the data was relatively easy. Seems that the monthly imports will also prove invaluable in helping us maintain a reporting rhythm. Review collected by and hosted on G2.com.

While there is a lot of asset level data that can be imported, there is no customization of those data fields. Would be great to provide the ability to customize data fields. Review collected by and hosted on G2.com.

Juniper Square offers the ability to immediately create institutional quality reports for all of our investors. The backend system helps our team remain organized from concept, through finalizing our raise in a manner that we were unable to do previously. It also allows our team to be more creative in structuring capital and more detailed in creating distributions. The team approach to set up as well as the help desk are second to none! Review collected by and hosted on G2.com.

The hardest part of any new software is the adoption process and Juniper Square is no different. However, their team was amazing in reaching our deadlines and helping us get up to speed in the shortest amount of time possible. Review collected by and hosted on G2.com.

I use Juniper Square daily! It helps me stay organized as well as keeps our investor's communications consistent. Review collected by and hosted on G2.com.

Updates seem to be constant, without warning. Luckily it's usually appearance changes, but for some, that is significant. Review collected by and hosted on G2.com.

Juniper Square allows us to easily communicate with a large number of investors in multiple investment entities and sub-entities. Review collected by and hosted on G2.com.

There are some improvements that could be made that are mostly tied to the sheer volume of investors and individual investment positions that we maintain. Review collected by and hosted on G2.com.

We use Juniper Square as our internal investor portal. It's great for tracking meetings, calls and follow ups with our potential investors! I love that it has the capability to create presentations and various investor reports. Review collected by and hosted on G2.com.

I have only been using Juniper Square for about 4 months so am still navigating its capabilities. The only issue we have come across is pulling very specific reports for our leadership team. Review collected by and hosted on G2.com.

The digital subscription process is very helpful. On-demand investor portal for tacking positions. Organization of tax documents. Review collected by and hosted on G2.com.

Its CRM needs improvement. Need better ability to track leads and take notes. Review collected by and hosted on G2.com.

It's relatively easy to use & learn, and is good enough for our purposes. Review collected by and hosted on G2.com.

It lacks automation tools that would make our lives much s easier; cannot accept ACH payments; and is quite expensive. Review collected by and hosted on G2.com.

Ease of use and efficiency of the platform, plus the response time of our fund admin team. Review collected by and hosted on G2.com.

Subscription process can be more efficient for LPs. Review collected by and hosted on G2.com.

Customer service and responsiveness to questions Review collected by and hosted on G2.com.

Payment processing could be better, not a lot of banks use NACHA files Review collected by and hosted on G2.com.

Great product. Great servive. Solves for many manual processes Review collected by and hosted on G2.com.

It is not very customizable and is not entirely designed for our asset class Review collected by and hosted on G2.com.