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Compare Juniper Square and eMoney 
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At a Glance
Market Segments
Small-Business (80.6% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
Juniper 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 SquareeMoney
Star Rating
(64)4.7 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansJuniper Square vs eMoney
When assessing the two solutions, reviewers found Juniper Square easier to use and do business with overall. However, reviewers preferred the ease of set up with eMoney, along with administration.
- Reviewers felt that eMoney meets the needs of their business better than Juniper Square.
- When comparing quality of ongoing product support, reviewers felt that Juniper Square is the preferred option.
- When assessing product direction, Juniper Square and eMoney received similar ratings from our reviewers.
Pricing
Entry-Level Pricing
Juniper Square
No pricing availableeMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
Free Trial
Juniper Square
No trial information availableeMoney
Free Trial is available
Ratings
Meets Requirements
8.8
85
9.3
54
Ease of Use
8.9
85
8.5
55
Ease of Setup
8.3
62
9.0
41
Ease of Admin
9.0
63
9.2
11
Quality of Support
9.5
84
9.2
53
Has the product been a good partner in doing business?
9.5
63
9.2
11
Product Direction (% positive)
9.4
83
9.4
55
Features by Category
Functionality
Not enough data
9.4
14
Not enough data
8.8
14
Not enough data
9.6
14
Not enough data
8.8
14
Not enough data
9.5
14
Not enough data
8.8
14
Not enough data
9.2
10
Integration
Not enough data
9.1
13
Not enough data
8.6
13
Not enough data
8.8
13
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
9.3
38
Not enough data
9.4
37
Platform Content
Not enough data
8.6
35
Not enough data
8.8
36
Platform Data
Not enough data
9.5
38
Platform Interoperability
Not enough data
8.6
36
Platform Performance
Not enough data
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Platform Basics
7.7
40
Not enough data
8.4
54
Not enough data
Portfolio Monitoring
7.4
26
Not enough data
7.8
25
Not enough data
4.8
18
Not enough data
7.9
25
Not enough data
Platform Content
8.2
55
Not enough data
Investment Operations Management
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
Not enough data
Platform Data
8.6
56
Not enough data
8.5
56
Not enough data
7.7
52
Not enough data
Platform Additional Functionality
8.6
43
Not enough data
9.1
55
Not enough data
8.5
54
Not enough data
7.9
47
Not enough data
Investment Management
9.0
5
Not enough data
Not enough data
Not enough data
8.3
5
Not enough data
Feature Not Available
Not enough data
Fund Management
Feature Not Available
Not enough data
9.3
5
Not enough data
8.7
5
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Juniper Square and eMoney share no categories
Unique Categories
Juniper Square is categorized as Real Estate Investment Management and Venture Capital Management
eMoney is categorized as Financial Analytics and Investment Portfolio Management
Reviews
Reviewers' Company Size
Juniper Square
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
eMoney
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
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%
Financial Services
93.7%
Consulting
1.6%
Marketing and Advertising
1.6%
Investment Management
1.6%
Banking
1.6%
Other
0.0%
Alternatives
Discussions
Juniper Square has no discussions with answers
What types of planning capabilities does eMoney provide?
1 Comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 Comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 Comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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