--- title: Juniper Square Reviews meta\_title: 'Juniper Square Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 106 reviews by the users' company size, role or industry to find out how Juniper Square works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 106 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Real Estate url: https://www.g2.com/categories/real-estate ---

### Juniper Square Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the **organization of investor data** in Juniper Square, enhancing their efficiency and overall experience. [(6 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674418&qs=pros-and-cons#reviews)

Users value the **high-quality platform** of Juniper Square, noting its continuous improvements and exceptional support. [(5 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2028791&qs=pros-and-cons#reviews)

Users commend the **responsive customer support** of Juniper Square, enhancing their experience with timely assistance and teamwork. [(4 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2106237&qs=pros-and-cons#reviews)

Users value the **navigation ease** of Juniper Square, appreciating its user-friendly access to multiple interconnected entities. [(3 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674122&qs=pros-and-cons#reviews)

Users appreciate the **user-friendly interface** of Juniper Square, enabling seamless fundraising and streamlined investor interactions. [(3 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674015&qs=pros-and-cons#reviews)

Users express concerns about **inefficient manual processes** that complicate transaction approvals and hinder workflow efficiency. [(3 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674267&qs=pros-and-cons#reviews)

Users find **integration issues** with Juniper Square, citing lack of meaningful accounting integration and cumbersome processes. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076767&qs=pros-and-cons#reviews)

Users note the **missing features** in Juniper Square, highlighting limitations for scaling and functionality for investors. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674157&qs=pros-and-cons#reviews)

Users express frustration with **payment issues** as Juniper Square lacks meaningful accounting integration, complicating investor management. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076783&qs=pros-and-cons#reviews)

Users express frustration with Juniper Square's **poor CRM integration** , seeing it as just a storage solution lacking essential functionality. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076752&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Juniper Square

##### 1. Organization

Users value the **organization of investor data** in Juniper Square, enhancing their efficiency and overall experience.
[
See 6 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674418&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Effortless Document Management and Accurate Record-Keeping"

What do you like about Juniper Square?

Many users frequently mention the ease with which they can locate documents, monitor commitments, and keep investor records accurate.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Juniper Review"

What do you like about Juniper Square?

Investor data and reporting organized in one space

##### 2. Platform Quality

Users value the **high-quality platform** of Juniper Square, noting its continuous improvements and exceptional support.
[
See 5 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2028791&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Kate M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kate M.")
KM

Kate M.

Mid-Market (51-1000 emp.)

5.0/5

"Director of Finance"

What do you like about Juniper Square?

What I appreciate most about Juniper Square is their supportive customer service and how responsive they are when I have questions. Their growth minds

 ![Ann M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ann M.")
AM

Ann M.

Small-Business (50 or fewer emp.)

4.5/5

"A Game-Changer for our Firm"

What do you like about Juniper Square?

Juniper Square was implemented at our firm when we launched both an open-end fund and a closed-end fund several years ago. Since we are a small firm,

##### 3. Customer Support

Users commend the **responsive customer support** of Juniper Square, enhancing their experience with timely assistance and teamwork.
[
See 4 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2106237&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Kate M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kate M.")
KM

Kate M.

Mid-Market (51-1000 emp.)

5.0/5

"Director of Finance"

What do you like about Juniper Square?

What I appreciate most about Juniper Square is their supportive customer service and how responsive they are when I have questions. Their growth minds

 ![Franklin A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Franklin A.")
FA

Franklin A.

Small-Business (50 or fewer emp.)

5.0/5

"Its an insightful update and great networking"

What do you like about Juniper Square?

The overview of upcoming developments at Juniper Square and the opportunity to meet some of the leadership was great! The round table with peers was a

##### 4. Navigation Ease

Users value the **navigation ease** of Juniper Square, appreciating its user-friendly access to multiple interconnected entities.
[
See 3 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674122&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Jacob N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob N.")
JN

Jacob N.

Small-Business (50 or fewer emp.)

4.5/5

"Product review"

What do you like about Juniper Square?

I like how you can get to different places through multiple ways. Especially different entities that are connected to one another.

VL

Valorie L.

Small-Business (50 or fewer emp.)

5.0/5

"Our Juniper Square Solution"

What do you like about Juniper Square?

Juniper Square streamlines our fundraising and subscription process for our investors. It is very user friendly and our investors love having a one-s

##### 5. User Interface

Users appreciate the **user-friendly interface** of Juniper Square, enabling seamless fundraising and streamlined investor interactions.
[
See 3 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674015&qs=pros-and-cons#reviews)

See Related User Reviews

VL

Valorie L.

Small-Business (50 or fewer emp.)

5.0/5

"Our Juniper Square Solution"

What do you like about Juniper Square?

Juniper Square streamlines our fundraising and subscription process for our investors. It is very user friendly and our investors love having a one-s

 ![Ann M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ann M.")
AM

Ann M.

Small-Business (50 or fewer emp.)

4.5/5

"A Game-Changer for our Firm"

What do you like about Juniper Square?

Juniper Square was implemented at our firm when we launched both an open-end fund and a closed-end fund several years ago. Since we are a small firm,

### 5 Cons or Disadvantages of Juniper Square

##### 1. Manual Processes

Users express concerns about **inefficient manual processes** that complicate transaction approvals and hinder workflow efficiency.
[
See 3 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674267&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Jacob N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob N.")
JN

Jacob N.

Small-Business (50 or fewer emp.)

4.5/5

"Product review"

What do you dislike about Juniper Square?

I wish there was an easier way to find check payments and other transactions that require approval from the dashboard page. Currently, I need to be to

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Juniper Square is easy to use and they are making updates constantly. Would be lost without it."

What do you dislike about Juniper Square?

Contacts could use more filters. I can get halfway there but need to manually finish what I am trying to do.

##### 2. Integration Issues

Users find **integration issues** with Juniper Square, citing lack of meaningful accounting integration and cumbersome processes.
[
See 2 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076767&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Erin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin C.")
EC

Erin C.

Small-Business (50 or fewer emp.)

4.0/5

"Investor Relations Manager with 5+ years experience with JS"

What do you dislike about Juniper Square?

Not great for scaling business with volume: 1) need Customer ID to distinguish individuals with the same name 2) building positions from subscriptio

MG

Michael G.

Small-Business (50 or fewer emp.)

0.5/5

"Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance"

What do you dislike about Juniper Square?

Juniper Square was pitched as a complementary tool with promised Yardi integration to streamline investor management, but it deeply disappointed as li

##### 3. Missing Features

Users note the **missing features** in Juniper Square, highlighting limitations for scaling and functionality for investors.
[
See 2 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674157&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Nicole W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicole W.")
NW

Nicole W.

Small-Business (50 or fewer emp.)

5.0/5

"Highly recommend!"

What do you dislike about Juniper Square?

Juniper Square is still building out the portal to be tailored to private equity, so some of the functionality isn’t quite there yet, but it sounds li

 ![Erin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin C.")
EC

Erin C.

Small-Business (50 or fewer emp.)

4.0/5

"Investor Relations Manager with 5+ years experience with JS"

What do you dislike about Juniper Square?

Not great for scaling business with volume: 1) need Customer ID to distinguish individuals with the same name 2) building positions from subscriptio

##### 4. Payment Issues

Users express frustration with **payment issues** as Juniper Square lacks meaningful accounting integration, complicating investor management.
[
See 2 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076783&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Ann M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ann M.")
AM

Ann M.

Small-Business (50 or fewer emp.)

4.5/5

"A Game-Changer for our Firm"

What do you dislike about Juniper Square?

Our firm does not have any major things that we dislike about Juniper Square. We did have some issues with the automated subscription process with so

MG

Michael G.

Small-Business (50 or fewer emp.)

0.5/5

"Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance"

What do you dislike about Juniper Square?

Juniper Square was pitched as a complementary tool with promised Yardi integration to streamline investor management, but it deeply disappointed as li

##### 5. Poor CRM Integration

Users express frustration with Juniper Square's **poor CRM integration** , seeing it as just a storage solution lacking essential functionality.
[
See 2 mentions
](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076752&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Juniper Review"

What do you dislike about Juniper Square?

Would like to see Better CRM functionality

MG

Michael G.

Small-Business (50 or fewer emp.)

0.5/5

"Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance"

What do you dislike about Juniper Square?

Juniper Square was pitched as a complementary tool with promised Yardi integration to streamline investor management, but it deeply disappointed as li

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 ![Melissa P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa P.")
MP

Melissa P.

Investor Relations

Small-Business (50 or fewer emp.)

5/2/2019

"Great experience with Juniper Square"

5/5

What do you like best about Juniper Square?

Juniper is easy to use, they offered a seamless transition from our previous platform, and the customer service is wonderful. The reporting has made much of our day to day easier and provides a more in-depth view both to the company and to investors. The follow-up and training through our Customer success manager is always quick, easy, and very thorough. Juniper Square has been a great asset to our company. The Integrations with other platforms are very clear and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

There are a few features that are not yet available, but Juniper Square has been very responsive about integrating these offerings down the road. Review collected by and hosted on G2.com.

Recommendations to others considering Juniper Square:

Set up a call with Juniper Square, ask all questions, and give all comments and concerns. Do as much training as possible, and spend time in the system figuring out how to best tailor to your company and investors. Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

Regular reporting and easy contact with investors. The benefits of sending emails, offerings, and reporting have been above and beyond. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Seller invite

 ![Verified User in Commercial Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Commercial Real Estate")
EC

Verified User in Commercial Real Estate

Small-Business (50 or fewer emp.)

1/3/2020

"Juniper Square is an easy to use and well received software"

4.5/5

What do you like best about Juniper Square?

A friendly and efficient user experience that benefits all of our investing clients. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

I would be helpful to better understand the formulas driving the waterfall calculations Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

Investor Management Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Seller invite

 ![Verified User in Hospitality](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospitality")
EH

Verified User in Hospitality

Small-Business (50 or fewer emp.)

6/27/2019

"Juniper Square is the leader in real estate investment/investor management both open and close-ended"

5/5

What do you like best about Juniper Square?

Service is top notch. This is an emerging sector and after 9 months of rigorous research, we couldn't be happier with our decision. There are a lot of features in the pipeline and they do roll out fairly quickly. Tanner and Frances have been amazing to work with on implementation and with dozens of followup and conceptual questions. JS hires top talent reducing our dependency on outside consultants. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

They are making great strides in dynamic asset-level reporting as well as cascading this data to the fund level. I'm excited to see their next rollout implemented. I hope to see an accounting integration in the future to mirror Sage and JS. It would also be nice to offer additional transparency to fund investors vs individual syndication investors. This would be my only critique from the sales pitch to our actual use-case. Investor portals on the fund level are limited vs direct investors into SPEs. Review collected by and hosted on G2.com.

Recommendations to others considering Juniper Square:

Highly recommend Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

Providing transparency to fund investors is a huge priority for my firm, especially with the open-ended fund module. Currently, I have to reference outside sheets to provide transparency on asset-level NAV and multi-asset NAV rollup. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Seller invite

 ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate")
UR

Verified User in Real Estate

Small-Business (50 or fewer emp.)

3/22/2020

"Juniper Squre"

5/5

What do you like best about Juniper Square?

Subscription process with multiple investors Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

limited waterfall structures and edit functionality Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

K1 distribution, fundraising, reporting, NAV consolidation Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Seller invite

 ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate")
AR

Verified User in Real Estate

Small-Business (50 or fewer emp.)

4/11/2019

"Our investors love it; lot's of efficiencies for our business; Can absolutely recommend it."

4/5

What do you like best about Juniper Square?

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. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Only issue we ran into was that during the implementation, you are made to begin paying for your subscription even while JS is still working through getting your portal set up. In other words, We paid a five-figure one-time implementation fee, and concurrently to that fee, we had to begin paying for our subscription prior to our having access (while their engineers were still building our platform). This seemed extremely unfair, rubbed us the wrong way, and created tension with the implementation team. I highly recommend negotiating on this point prior to signing up. Seems greedy and entirely unnecessary on the part of an otherwise great company.

The waterfall functionality needs work; given current programming limitations it is not something we are able to use. Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

Professionalizing investor communications, simplifying tax reporting; tracking investment subscriptions and building out the capital stack. On these fronts, Juniper Square performs extremely well and has been a big win for us. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Seller invite

 ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate")
AR

Verified User in Real Estate

Small-Business (50 or fewer emp.)

4/13/2019

"Juniper Square Product and Customer Service are Outstanding"

5/5

What do you like best about Juniper Square?

Juniper Square has a great backend experience for the company, and great consumer-facing tool for our investors. The customer service is stellar - smart, innovative and helpful. Our rep has helped us do things better and help make the investor experience outstanding. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Our company is a single family rental builder with innovative investment opportunity. In some cases we have work arounds. Juniper Square is quick to put work orders in to enhance their platform offerings though. Review collected by and hosted on G2.com.

Recommendations to others considering Juniper Square:

Be prepared to transition at a good time for your company - ie between big capital raises. Upload as much information upfront - get ready for the best customer service experience in the industry! Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

Consistency, accuracy, easy access for investors, distribution of K-1s, investor updates and reports, offerings, reservations - you name it - Juniper Square has taken our reporting to our investors to the next level and beyond. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Seller invite

RS

Rachel S.

Executive Administrator

Small-Business (50 or fewer emp.)

4/11/2019

"Juniper Square has made investor management a breeze and time management has increased remarkably"

5/5

What do you like best about Juniper Square?

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. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

There are no downsides to Juniper. It has made our work day much easier. Review collected by and hosted on G2.com.

Recommendations to others considering Juniper Square:

I highly recommend Juniper Square. It was an ease to set up and the customer service is exceptional. Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

The Juniper portal helps keep us organized. We used to spend hours creating reports for investors and now with Juniper we can create reports with just the click of a button. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Seller invite

RW

Ryan W.

Managing Partner

Small-Business (50 or fewer emp.)

4/22/2019

"Amazing Investor Relations Software"

5/5

What do you like best about Juniper Square?

I love how easy the integration is with our existing spreadsheets was. It was an easy process to transfer everything over. The Customer Service is quick to respond and always willing to help. It has made reaching out to our investors that much easier. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

There isn't anything that I can say I dislike at all at this time. Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

It is extremely nice to have their help to set up the waterfall correctly. Being able to click a button for distributions has been awesome. It has made my job so much easier. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Seller invite

 ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate")
AR

Verified User in Real Estate

Small-Business (50 or fewer emp.)

4/18/2019

"Customer Support is Always Top Notch"

5/5

What do you like best about Juniper Square?

Whenever I have a question, I am able to get an answer very quickly. Customer support always answers the phones right away and they are always very helpful. I am also able to email our rep with any questions and get solutions quickly. I don't often have time to have to wait for answers, help, or solutions. I am so glad that Juniper Square is so responsive. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

At the very beginning, I would have liked a bit more of a tutorial. But, because they are so responsive when I have questions, this did not become an issue. Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

I like how things are organized. If I need to look something up about one of our investors, I generally turn to Juniper Square instead of looking through our records in dropbox. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Seller invite

 ![Brian S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian S.")
BS

Brian S.

CONTROLLER

Financial Services

Small-Business (50 or fewer emp.)

3/15/2019

"Juniper Square Gets It!"

4.5/5

What do you like best about Juniper Square?

Ease of migration, ease of admin and use. Excellent support. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Patiently waiting on enhanced features in support of open-ended funds. Review collected by and hosted on G2.com.

Recommendations to others considering Juniper Square:

In the end, it's about the people behind the product, not just the technology. Be sure to assess both the tech AND THE TEAM when evaluating different platform vendors. Review collected by and hosted on G2.com.

What problems is Juniper Square solving and how is that benefiting you?

Switching to JS cut the time it takes for our monthly distributions to investors and sending of distribution notices from one full day per month to less than an hour. Archives all investor documents and easily facilitates electronic distribution of tax forms. Fundraising and tracking of campaigns has been greatly enhanced. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Seller invite

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