Our investors have given us really positive feedback on our new JS investor portal and eventually a system like this becomes a necessity to syndicators like us. Two process upgrades that we have really benefitted from: (1) Distribution announcements - are now branded, personalized, and specify distribution history using merge fields; (2) K1 distribution has become a cinch and has saved us many hours of back and forth communications with investors. The responsiveness of the customer success team has been excellent from day 1. Very easy to reach and very quick to respond.

The Juniper portal is so easy to use and our investors love it. With the portal everything is organized and in one spot. We can easily look up client information and create reports. Their customer service department is super helpful and always available.

The transparency the investor portal provides our investors is priceless. They are able to login and see everything related to their account in one place. This saves our team so much time by the investor being able to access this information without contacting us for it.