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Josh P.
Advisor, 7 years

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Updated December 13, 2025
Dynamo Software vs Juniper Square: Which is best for you?
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Starting Price
$1.00
per year
$18,000.00
per year
Free Trial
Free Version
Screenshots
and Demo
and Demo
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Top Rated
 Features
 Features
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Integrations
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Pros / Cons
- Dynamo will be a huge addition to our investment workflow and allow for quicker decision-making in managing our portfolio.
- Dynamo can be expensive, difficult to use and not as well known as other databases.
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- 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.
- Initial onboarding for some aspects of the investor subscription process were a little less "customize-able" than I would have liked, which required some back and forth with our lawyers.
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Ease-of-Use
4.4/ 5
Highest performing feature
in the comparison
4.8/ 5in the comparison
Value for Money
4.6/ 5
Highest performing feature
in the comparison
4.8/ 5in the comparison
Customer Support
4.7/ 5
Highest performing feature
in the comparison
5/ 5in the comparison
Functionality
4.5/ 5
Highest performing feature
in the comparison
4.7/ 5in the comparison
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
 Recommendations
 Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad