von Juniper Square
Wer nutzt diese Software?
Real estate investment managers who manage outside capital
Durchschnittliche Bewertung34 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Juniper Square
- Gegründet 2014
Über Juniper Square
Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets.
Juniper Square Funktionen
- Anleihen / Aktien
- Compliance Berichterstattung
- Für Anlageberater
- Für Investoren & Händler
- Modellierung & Simulation
- E-Mail Marketing
- Verfolgung von Interaktionen
- Elektronische Unterschrift
- Für Anleger
- Für Gutachter
- Für Liegenschaftsverwalter
- Für Makler
- Strategische Planung
Die hilfreichsten Reviews für Juniper Square
Bewertet am 19.2.2019
Our 1st Year with Juniper Square
Kommentare: Our experience has been excellent. The Juniper staff is energetic and responsive and we have enjoyed all of our interactions with the team. We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office.
Vorteile: We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations. Prior to moving to the Juniper Square platform, we kept all of our investor information spread out in unsecured Excel files. The best aspect of Juniper is that it provides us with the tools necessary to let our investors feel like we are more "institutional" (in the best meaning of the word). We are now able to provide regular and consistent professional correspondence with our investors, regarding asset performance, tax matters, etc. We have also been able to streamline our distribution process by moving toward making all distributions via ACH. Furthermore, we now have a much more organized and professional platform with which to present new investment opportunities to our investors. For us, the change over the past 12+ months has been revolutionary, and we could not be more pleased with the product and the team behind it.
Nachteile: There is a lot of functionality built into the software so learning how to best utilize the software took some time. However the customer service is very responsive and supportive, so whenever we had questions we just reached out to the Juniper team and they provided us with the necessary direction. The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software. But once you ramp up the learning curve there is tremendous payback.
Bewertet am 14.2.2019
Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches
Kommentare: CRM & Reporting -- I have a database with hundreds of contacts that used to be organized in a spreadsheet. The CRM functionality allows me to track client interactions, tag contacts for faster classification and sorting and provide custom messaging. For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors. The document repository allows me to send financials and reports via a link versus emailing large PDF files. Our clients have commented on how much our transparency has improved over the past year since we started using Juniper Square. The platform puts all the information they need about their investments at their fingertips. Distribution calculation and processing: Once we determine the total amount to distribute, Juniper Square applies a number of different calculation options to deliver accurate and error free cash flow to our clients. This function was previously executed via a number of spreadsheets, was error prone and time consuming. We no longer have to print checks. Waterfall calculations: Waterfalls are entered into Juniper Square straight out of the partnership documents, eliminating potential distribution errors. The customer service is second to none. My rep is always highly responsive to any inquiries and the help pages offer clear, concise instructions. All in all we have had a fantastic experience with Juniper Square.
Vorteile: Ease of use is what I like most about Juniper Square. I liken the functionality to the first time one uses an Apple product...it is simply intuitive. Yes, the different functions such as CRM, performance calculation and reporting, and distribution processing are all very well done by themselves. However, the seamless integration of all those functions via an well-designed user interface sets this platform apart.
Nachteile: There is not anything I do not like about this software after using it for approximately one year.
Bewertet am 16.5.2018
Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals
Vorteile: Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors. We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later. Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.
Nachteile: The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build. As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors. Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.
Bewertet am 19.4.2019
Juniper Square is the best investment management software for real estate!
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!
Vorteile: 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.
Nachteile: 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.
Bewertet am 27.3.2019
Life Changing Software & Support!
Kommentare: 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!
Vorteile: 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.
Nachteile: 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!