Juniper Square pricing & plans
Juniper Square effectively allows you to create an institutional-calibre, accurate, client-friendly investor relations platform. The ability to store and apply information applicable investor onboarding, reporting, distributions, etc means significant cost/time savings, and a much higher fidelity experience for investors. Onboarding/training from their team was straightforward and really helpful. Review collected by and hosted on G2.com.
The initial onboarding of our investor subscription document process was a little less "customize-able" than I would have liked, which required some back and forth with our lawyers. Review collected by and hosted on G2.com.