Juniper Square Alternatives




Looking for alternatives to Juniper Square? You’ve come to the right place.

Find the best Juniper Square alternatives and competitors. Take an in-depth look at 15 popular Investment Management platforms to find out which one is right for your needs. Discover how these Investment Management software products compare to Juniper Square when it comes to features, ease of use, customer service and support, and real user reviews.

Top 5 Alternatives at-a-glance

  • Backstop
  • Diligent Equity
  • Rundit
  • Plaid
  • Certent Equity Management

Top Juniper Square Alternatives


Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research, acco...Read more about Backstop

4.32 (37 reviews)

Diligent Equity

EquityEffect is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock an...Read more about Diligent Equity

3.67 (12 reviews)


Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to ke...Read more about Rundit

4.23 (13 reviews)


Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income,...Read more about Plaid

4.37 (30 reviews)

Certent Equity Management

Certent Cap Table and Equity Management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive account...Read more about Certent Equity Management

4.44 (27 reviews)


SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The platform...Read more about SourceScrub

4.67 (12 reviews)


Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key...Read more about Dynamo

4.61 (18 reviews)


DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to ...Read more about DealCloud

4.50 (20 reviews)


Stessa is a real estate accounting software designed to help businesses track and manage investments, finances and documents across rental properties on a unified dashboard. Administrators can use the platform to centralize detail...Read more about Stessa

4.81 (77 reviews)

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Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture cap...Read more about Carta

4.23 (57 reviews)

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RealPage IMS

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request trackin...Read more about RealPage IMS

4.56 (78 reviews)

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AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import fund...Read more about AlternativeSoft

4.57 (14 reviews)


DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealCheck to quickly analyze rental properties, flips, rehab projects, BRRRR's, wholesale deals, and multi-fam...Read more about DealCheck

5.00 (20 reviews)


Orchestra is a cloud-based equity management platform that ensures your share registry and cap table are accurate and compliant including a full transaction history. It provides better visibility with a single source for your stak...Read more about Orchestra

4.82 (11 reviews)


Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments, rel...Read more about Foundersuite

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