Highlights : About Juniper Square





















Product Details
Benefits
Organize contacts, and investor phone calls, meetings and notes in Juniper Square’s central CRM (customer relationship management) system.
Sensitive investor data is managed securely with role-based permissions and industry-leading security standards, plus compliance management tools.
The online investor portal gives clients centralized access to documents, reports, transactions and investment performance data.
Users can generate and distribute investor reports, such as capital account statements, transaction notices and performance summaries, directly to clients via the investor portal.
Calculate investment waterfall and investment performance metrics like yields, IRRs (internal rate of return) and multiples automatically with investment management tools.