Juniper Square

Juniper Square

von Juniper Square

Wer verwendet Juniper Square?

Investment-Manager für die Immobilienbranche, die Fremdkapital verwalten

Was ist Juniper Square?

Juniper Square ist eine nutzerfreundliche, umfassende Investment-Management-Software, mit der das Management mehr Kapital aufbringen, den Investitionsprozess verbessern und die Zufriedenheit der Investoren steigern können. Juniper Square wurde speziell für die Immobilienbranche entwickelt und wird von Hunderten GPs eingesetzt, um mehr als 14.000 Investitionen und 730 Milliarden $ an Immobilienvermögenswerten zu verwalten.

Juniper Square – Details

Juniper Square

https://www.junipersquare.com/

Gegründet 2014

Juniper Square – Kostenübersicht

Juniper Square bietet keine Gratisversion und keine kostenlose Testversion.

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Juniper Square Funktionen

Anlagenverwaltung Software
Anleihen / Aktien
Benchmarking
Compliance Berichterstattung
Daten-Import / -Export
Fondsverwaltung
Für Anlageberater
Für Investoren & Händler
Immobilien
Kundenmanagement
Kundenportal
Leistungskennzahlen
Modellierung & Simulation
Portfolio-Neuausrichtung
Rechnungsführung
Risikomanagement
Warentermingeschäfte
E-Mail Marketing
Immobilien-Bekanntmachungen
Kampagnenmanagement
Kontaktmanagement
Kunden-Objekt-Abstimmung
Leadmanagement
Segmentierung
Verfolgung von Interaktionen
Zugriffsquellen-Verfolgung
CRM
Cashflow-Analyse
Dealmanagement
Für Anleger
Für Gutachter
Für Liegenschaftsverwalter
Für Makler
Kritischer-Termin-Meldungen
Marken-Management
Portfoliomanagement
Strategische Planung

Juniper Square – Nutzerbewertungen

Zeigt 5 von 46 Nutzerbewertungen

Gesamt
4,9/5
Benutzerfreundlichkeit
4,8/5
Kundenservice
5/5
Funktionen
4,7/5
Preis-Leistungs-Verhältnis
4,8/5
Joe S.
Vice President, Investments
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • 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.

  • Quelle des Nutzers 
  • Bewertet am 16.5.2018
David G.
Director of Investment Capital
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 18.12.2019

"Thumbs Up for Juniper Square"

Kommentare: The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Vorteile: Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Nachteile: More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

  • Quelle des Nutzers 
  • Bewertet am 18.12.2019
Tara M.
Acquisitions & Asset Management Intern
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 1.4.2020

"Intersection's Review of Juniper Square"

Kommentare: Juniper Square has been a great tool to implement into our operations as a firm. I would highly recommend Juniper Square to any firm needing to incorporate an investor platform into their operations. It is truly a great tool to streamline investor communication and outreach.

Vorteile: Juniper Square enables our firm to maintain organization with investor and entity documentation, streamlines investor communication, and acts as an investor platform.

Nachteile: Sometimes within Juniper Square, there are multiple ways to complete a task. For example, one can upload documents to an investor position or to their contact, I think streamlining those capabilities to only one option might eliminate confusion.

  • Quelle des Nutzers 
  • Bewertet am 1.4.2020
Verifizierter Rezensent
Director of Finance
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • Bewertet am 7.5.2018

"the JS platform has been a great addition to our business"

Vorteile: customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Nachteile: customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

  • Quelle des Nutzers 
  • Bewertet am 7.5.2018
Chris E.
Managing Director
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • 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.

  • Quelle des Nutzers 
  • Bewertet am 19.2.2019