Get quick insights without digging through notes. JunieAI automatically surfaces key details from every LP interaction. Plus, the new activities page makes tracking relationships effortless with custom fields, tags, and activity types.

No more starting from scratch. JunieAI drafts warm, direct, or persuasive emails in seconds, fine-tuning the tone of each message to help GPs communicate clearly and efficiently.

Effortlessly maintain AI CRM data without clutter or manual work. Juniper Square syncs emails, calendar events, and attachments from Google and Microsoft, with exclusion lists to keep personal or irrelevant messages out.

Build visualizations with more data. Dashboards now include core investment data and portal engagement metrics, with four new system dashboards to help measure performance and investor activity at a glance.

Collect required investor data and documentation during investor onboarding, eliminating the need for external tools. Ensure accuracy and completeness of AML/KYC information using dynamic workflows tailored to investor type, across jurisdictions.

Implement best AML/KYC practices at every stage of the investment lifecycle. Collect and update investor information outside of subscriptions through secure, investor-friendly workflows.