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Compare Altvia and Juniper Square 
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At a Glance
Market Segments
Small-Business (73.3% of reviews)
Small-Business (80.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Altvia
Star Rating
(15)4.5 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AltviaJuniper Square
Star Rating
(106)4.7 out of 5
Market Segments
Small-Business (80.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Juniper SquareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviews say that Juniper Square excels in ease of use with a score of 9.1, making it a favorite among small businesses for its intuitive interface, while users report that Altvia, with a score of 8.6, can be slightly more complex to navigate, especially for new users.
- Users on G2 mention that Juniper Square's quality of support is outstanding, scoring 9.6, with many reviewers highlighting the responsiveness and helpfulness of the support team, whereas Altvia, with a score of 9.4, also offers good support but may not be as quick to respond in some cases.
- Reviewers mention that Juniper Square has a strong product direction, scoring 9.5, with frequent updates and new features that align well with user needs, while Altvia, scoring 8.9, has received feedback that its updates are less frequent and sometimes do not address the most requested features.
- Users report that both products are strong partners in business, with Juniper Square scoring 9.7 and Altvia slightly higher at 9.8, indicating that while both are reliable, Altvia may have a slight edge in fostering long-term business relationships.
- G2 users highlight that Juniper Square's setup process is straightforward, scoring 8.6, which is beneficial for small businesses looking to get started quickly, while Altvia's setup, with a score of 8.5, is also user-friendly but may require a bit more time for configuration.
- Reviewers mention that Juniper Square meets requirements effectively with a score of 9.0, particularly praising its investment tracking features, while Altvia, scoring 8.8, is noted for its CRM capabilities but may not fully meet the needs of users focused solely on investment management.
Pricing
Entry-Level Pricing
Altvia
No pricing availableJuniper Square
No pricing availableFree Trial
Altvia
No trial information availableJuniper Square
No trial information availableRatings
Meets Requirements
8.8
10
8.8
85
Ease of Use
8.5
13
8.9
85
Ease of Setup
8.3
12
8.3
62
Ease of Admin
9.0
7
9.0
63
Quality of Support
9.4
9
9.5
84
Has the product been a good partner in doing business?
9.8
7
9.5
63
Product Direction (% positive)
8.9
11
9.4
83
Features by Category
Sales Force Automation
9.5
10
Not enough data
8.7
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.8
10
Not enough data
8.5
10
Not enough data
8.3
10
Not enough data
9.2
10
Not enough data
Marketing Automation
8.9
9
Not enough data
8.3
8
Not enough data
8.5
8
Not enough data
7.9
8
Not enough data
Customer Support
8.7
9
Not enough data
8.9
9
Not enough data
8.1
9
Not enough data
8.5
9
Not enough data
8.7
9
Not enough data
Reporting & Analytics
8.1
9
Not enough data
8.5
8
Not enough data
7.6
9
Not enough data
Mobile & Social
8.3
9
Not enough data
7.7
8
Not enough data
7.8
9
Not enough data
Platform
8.5
11
Not enough data
8.7
10
Not enough data
9.3
10
Not enough data
8.5
9
Not enough data
9.0
10
Not enough data
9.2
10
Not enough data
8.8
10
Not enough data
9.2
10
Not enough data
Integration
8.5
8
Not enough data
7.3
8
Not enough data
8.1
8
Not enough data
Generative AI
6.9
7
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Platform Basics
Not enough data
7.7
40
Not enough data
8.4
54
Portfolio Monitoring
Not enough data
7.4
26
Not enough data
7.8
25
Not enough data
4.8
18
Not enough data
7.9
25
Platform Content
Not enough data
8.2
55
Investment Operations Management
Not enough data
8.9
28
Not enough data
8.0
23
Not enough data
8.3
26
Not enough data
7.1
21
Not enough data
6.4
15
Not enough data
8.3
27
Platform Data
Not enough data
8.6
56
Not enough data
8.5
56
Not enough data
7.7
52
Platform Additional Functionality
Not enough data
8.6
43
Not enough data
9.1
55
Not enough data
8.5
54
Not enough data
7.9
47
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Not enough data
Not enough data
Investment Management
Not enough data
9.0
5
Not enough data
Not enough data
Not enough data
8.3
5
Not enough data
Feature Not Available
Fund Management
Not enough data
Feature Not Available
Not enough data
9.3
5
Not enough data
8.7
5
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
9.0
7
Not enough data
Platform Additional Functionality
8.9
6
Not enough data
9.0
7
Not enough data
9.0
7
Not enough data
7.9
7
Not enough data
9.3
7
Not enough data
Platform Reporting and Analytics
9.0
7
Not enough data
8.9
6
Not enough data
Customer Support
9.3
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
Marketing Automation
8.9
6
Not enough data
8.9
6
Not enough data
8.6
6
Not enough data
Sales Force Automation
9.0
7
Not enough data
9.0
7
Not enough data
8.9
6
Not enough data
8.9
6
Not enough data
8.6
6
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Altvia and Juniper Square are categorized as Venture Capital Management
Unique Categories
Altvia is categorized as Financial Services CRM, Financial Analytics, Virtual Data Room (VDR), CRM, and Investment Portfolio Management
Juniper Square is categorized as Real Estate Investment Management
Reviews
Reviewers' Company Size
Altvia
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Juniper Square
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Venture Capital & Private Equity
33.3%
Financial Services
33.3%
Textiles
6.7%
Philanthropy
6.7%
Information Services
6.7%
Other
13.3%
Real Estate
50.5%
Commercial Real Estate
29.1%
Venture Capital & Private Equity
4.9%
Investment Management
3.9%
Accounting
2.9%
Other
8.7%
Alternatives
Discussions
Can I report on my data in AIM?
1 Comment
Official Response from Altvia
Altvia’s CRM, AIM, allows you to collect and report on information related to the organizations and people with whom you interact. Leveraging Salesforce’s...Read more
Can I track fundraising and investor relations in AIM?
1 Comment
Official Response from Altvia
AIM’s Fundraising functionality manages the capital raising process from start to finish, providing 100% clarity on the prospects you’re working with and...Read more
Does AIM include portfolio management?
1 Comment
Official Response from Altvia
AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds...Read more
Juniper Square has no discussions with answers
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