# Juniper Square Software Reviews, Demo & Pricing - 2026 > Review of Juniper Square Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/accounting/juniper-square-profile --- [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / Juniper Square Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/)[Alternatives](https://www.softwareadvice.com/investment-management/juniper-square-profile/alternatives/) # Juniper Square 2026: Benefits, Features & Pricing Wondering if Juniper Square is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Juniper Square 4.9 [(61)](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/) Pricing Starting at $18,000.00 per year ### About Juniper Square Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management and fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale their operations efficiently, and improve investor satisfaction. More than 2,000 GPs rely on Juniper Square to manage more than 600,000 LPs in more than 38,000 private funds. Wondering if Juniper Square is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. ## Juniper Square User Interface ## Popular Juniper Square Alternatives Main Product Juniper Square 4.9 [(61)](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/) Ratings Breakdown - 4.84Ease of use - 4.76Value for money - 5.0Customer support - 4.69Functionality Pricing Starting at $18000.00 per year Get Price Alternative Product [InvestNext](https://www.softwareadvice.com/investment-management/investnext-profile/) 4.7 [(20)](https://www.softwareadvice.com/investment-management/investnext-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.63Value for money - 4.53Customer support - 4.65Functionality Pricing Available upon request Get Price Alternative Product [Agora](https://www.softwareadvice.com/real-estate-transaction-manage/agora-profile/) 4.5 [(12)](https://www.softwareadvice.com/real-estate-transaction-manage/agora-profile/reviews/) Ratings Breakdown - 4.17Ease of use - 4.33Value for money - 4.67Customer support - 4.08Functionality Pricing Starting at $749.00 per month Get Price Alternative Product [AppFolio Investment Manager](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/) 4.7 [(100)](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.78Value for money - 4.94Customer support - 4.47Functionality Pricing Starting at $650.00 per month Get Price Alternative Product [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) 4.6 [(34)](https://www.softwareadvice.com/product/131884-Dynamo/reviews/) Ratings Breakdown - 4.38Ease of use - 4.63Value for money - 4.72Customer support - 4.53Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [RealPage IMS](https://www.softwareadvice.com/investment-management/investor-management-services-profile/) 4.5 [(79)](https://www.softwareadvice.com/investment-management/investor-management-services-profile/reviews/) Ratings Breakdown - 4.23Ease of use - 4.40Value for money - 4.59Customer support - 4.33Functionality Pricing Starting at $1000.00 per month Get Price ## Juniper Square Pricing and Plans Starting price: $18,000.00 per year Free Trial Free Version Basic $18,000.00 per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Juniper Square Features - Popular features found in Fund Accounting Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Reporting Income & Balance Sheet Partnership Accounting Payroll Management Real-Time Reporting - More features of Juniper Square Access Controls/Permissions Accounting Activity Dashboard Activity Tracking Ad hoc Reporting Alerts/Notifications API Audit Trail Campaign Management Check Printing Client Management Client Portal Client/Property Matching Communication Management Compliance Management Compliance Tracking Contact Database Contact Management Contract/License Management Critical Date Alerts CRM Customizable Reports Customizable Templates Data Import/Export Data Visualization Document Management Document Storage Electronic Payments Electronic Signature Email Marketing Email Tracking Fee Management File Sharing For Investment Advisors For Investors & Traders Fund Management Interaction Tracking Investments Tracking Investor Reporting Lead Management Mobile Access Performance Metrics Portfolio Management Private Equity Real-Time Notifications Referral Tracking Reporting/Analytics Reporting & Statistics Risk Management Role-Based Permissions Segmentation Self Service Portal Task Management Third-Party Integrations Visual Analytics Workflow Management ## Juniper Square Integrations Wistia Integration rated undefined from -1 review Google Analytics 360 Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review Lob Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review ## Juniper Square User Reviews Overall Rating 4.9 Ratings Breakdown 5 92% 4 8% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.8 Customer support 5.0 Functionality 4.7 Julie W. Verified reviewer Real Estate 11-50 employees Used weekly for more than 2 years Review source Reviewed May 2018 Transforms investor mgmt process from laborious and error-prone to simple and professional. 5 Streamlined investor relations process. Simple, clean CRM platform Great organizational structure for marketing and fundraising/financing Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Juniper Square's super easy user interface is so refreshing in a CRM. I actually enjoy using it and know that I can get new users up and running in no time at all. Often just a 5-min overview and people are ready to use it because it is so intuitive. Great product. Cons: I just keep wanting more. Every time they release a new feature it is instantly relevant and makes me excited for their ongoing growth and upgrades. Am also anxious for the mobile App form so could access on the go. Read More TF TK F. Verified reviewer Commercial Real Estate 11-50 employees Used daily for less than 2 years Review source Reviewed November 2020 Best in Class Product & Support 5 Great overall experienced: Data Room and CRM to support capital raising/markets team - great tracking and reporting - multi-functionality for outbound emails, as well as emails received from clients and prospects. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: We tested Juniper's two closest competitors and actually engaged one of them initially, solely based on price. After 3 months of frustration, we left the competitor for Juniper Square and haven't looked back. Been thoroughly impressed by the product's robustness - Data Room, Investor Reporting and CRM all in one user and graphically friendly interface). Love, love our account rep, \[SENSITIVE CONTENT HIDDEN\] - knows her stuff inside and out, and always goes well-above and beyond to resolve any questions or issues in an extremely timely manner. If she doesn't know the answer, she finds it! Cons: No IT team or person; they really need to address this ASAP. A smart phone App is also very much needed - a must have for any FinTech company, especially with Institutional clientele. Reasons for choosing Juniper Square Data Room and CRM to support capital raising/markets team - great tracking and reporting - multi-functionality for outbound emails, as well as emails received from clients and prospects. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign. Reasons for switching to Juniper Square Competitor could not meet needs/expectations - limited functionality. Read More RF Robert F. Verified reviewer Real Estate 11-50 employees Used daily for less than 6 months Review source Reviewed January 2020 Easy and efficient investor management software 4 Great! Ratings Breakdown 5 Ease of use 3 Value for money 5 Customer support 3 Functionality Pros: Easy of onboarding and implementation. The software provides a new layer of transparency for our partners. Cons: The automated investor reporting needs additional customization features. Read More KD Kelsie D. Verified reviewer Real Estate 51-200 employees Used daily for less than 12 months Review source Reviewed April 2019 Juniper Square is the best investment management software for real estate! 5 Juniper Square has helped us streamline several processes including distribution delivery, investor reporting, and tracking investor communications. Two features that are currently saving me time are: 1) Fundraising- Being able to take our fundraising process online, from sending out an email blast about the opportunity to tracking subscription document delivery, has made every acquisition more efficient and less stressful for our team. Everyone involved in the process can easily see how much equity we’ve raised and the status at all times. 2) K-1 delivery- This was infinitely easier this year thanks to Juniper Square’s ability to confirm electronic delivery approval with our investors and then automatically splitting the pdf packages into multiple documents and matching them to the correct investor. This process used to take me days and now takes minutes! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: On the front-end, the investor interface looks professional and is very easy to use. Our investors definitely appreciated the switch to Juniper. The fact that I can have confidence in the accuracy of the information they’re seeing and the quality of the presentation is invaluable. I also can’t say enough about the Customer Support team. They’re always extremely helpful and ready with a creative solution to a problem or answer to my question. Cons: There have been a few disconnects with regard to our internal processes and the software. However, the team at Juniper Square has almost always found a work-around. They are also very receptive to feedback and are always updating the software with new features. Read More NK Natalie K. Verified reviewer Real Estate 51-200 employees Used daily for less than 2 years Review source Reviewed March 2019 Life Changing Software & Support! 5 We cannot speak highly enough about the Juniper Square implementation and support team. After researching several similar software companies and implementing other software within our organization, Juniper Square is hands down the best we have ever come across! The implementation team made the process so smooth and the support team is always there to help and provides the necessary assistance in a timely fashion. I never have to worry about someone being available to address any questions - the support team always picks up the phone and our Customer Success Manager always goes above and beyond to ensure we are taken care of! We consider JS a part of our team! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The transparency of the investor portal is priceless! Our investors can login and see all activity and documents related to their investments without having to contact us. This saves my team a lot of time and energy on repetitive, general questions. The portal also aids in conversations we have with investors from us pulling investor reports to tax documents. Cons: The distribution reconciliation is currently manual which takes time to change the status of hundreds of distributions each quarter. We are moving to 100% ACH which will remove this CON from our list! Read More BW Ben W. Verified reviewer Real Estate 2-10 employees Used daily for less than 2 years Review source Reviewed June 2019 Highly Recommend Juniper Square!! 5 I enjoy using Juniper significantly and cannot see myself operating without it. The amount of time it has saved and the data it houses and organizes, really exemplifies its sophistication. I've received numerous complements from Investors about the space - ease of use, sleekness, looking sharp etc. and am very happy with the choice. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Juniper has saved our team an enormous amount of time tracking, organizing and communicating with Investors and prospects. The software itself is extremely user friendly, Customer service is A++, and they show genuine concern in improving/customizing the product to our needs (i.e asking for feedback, rolling out new features, training, etc). As a customer of Juniper's I feel that my priorities are not taken lightly and that the Juniper team strives to continue catering to our business's needs. Cons: The software has a wide range of functionalities and capabilities in a beneficial sense, but can sometimes open the door for highly active users to demand more from the software (i.e. new features), which requires time to see implemented. Read More Brant M. Verified reviewer Real Estate 201-500 employees Used daily for less than 2 years Review source Reviewed May 2018 Great product backed by excellent customer service 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Coordinates and automates subscription processes, saving time and resources. Provides a top-notch interface for investors to get real-time information on their investments. Cons: I wish we had begun using it sooner, it's a tremendous toolkit. I hope Juniper continues developing product features that allow it to further integrate into our operations and accounting platforms. Read More MP Melissa P. Verified reviewer Real Estate 11-50 employees Used daily for less than 12 months Review source Reviewed May 2019 Juniper Square Review 5 I appreciate the excellent customer service, as well as the openness to support requests for future updates. Rep. has been exceptional. He is great at following up with my team, and a very nice person. JS has been a great asset for the company, and I am very happy we went with the platform. Reporting is often very challenging and can bring up a host of issues and take up a lot of time. We have solved the problems that have existed in the past with Juniper Square, and our investors are very pleased. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Juniper Square is easy to use and very thorough. We had a smooth transition from previous software, the information is presented well to investors and to staff. There are a lot of tutorials to walk one through the new process as needed, and the platform is structured well. Cons: There are a few functionalities that don't exist yet, but the staff is very receptive to requests. Read More Esti A. Verified reviewer Investment Management 2-10 employees Used weekly for less than 12 months Review source Reviewed August 2022 Intuitive and Integrates well into our private equity business 5 The customer service and technical support is prompt and helpful. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement. The feedback from our clients has been excellent as well. Cons: Integration took some time to set up but was fairly straightforward. Read More VR Verified Reviewer Used daily for less than 12 months Review source Reviewed December 2017 Powerful software, great company for any real estate investment fund manger! 5 Next-level investor relations through reporting and CRM Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: My investors love the Investor Portal which makes performance reporting easy to update and distribute. Read More Showing 1 - 10 of 61 Reviews [See All Reviews](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/) ## Juniper Square Popular Comparisons [AppFolio Investment Manager vs Juniper Square](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/vs/juniper-square/)[Dynamo Software vs Juniper Square](https://www.softwareadvice.com/compare/131884-Dynamo/vs/355420-juniper-square/)[RealPage IMS vs Juniper Square](https://www.softwareadvice.com/investment-management/investor-management-services-profile/vs/juniper-square/) [Compare All Alternatives](https://www.softwareadvice.com/investment-management/juniper-square-profile/alternatives/) ## Other Top Recommended Fund Accounting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **519** times [Aplos](https://www.softwareadvice.com/nonprofit/aplos-profile/) **4.5** (186) Recently recommended **62** times [Fund EZ](https://www.softwareadvice.com/accounting/fundez-nonprofit-accounting-profile/) **4.4** (25) Recently recommended **27** times [MIP Accounting](https://www.softwareadvice.com/product/121198-MIP-Accounting/) **4.1** (69) Recently recommended **8** times Stuck Between Options? 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