Client Implementation
Modern administration starts with a modern approach to implementation
Guided implementation informed by best practices gained from over 2,000 onboardings
A streamlined and supported onboarding process
While migrating from your current administrator to Juniper Square may seem challenging, we make that transition as straightforward as possible. Our team of 30+ onboarding experts has successfully migrated over 32,000 investments for 2,000+ clients, and we’re ready to do the same for your fund.
OUR APPROACH: A proven process tailored to your firm’s needs
Kickoff
With experience across banking, accounting, audit, and the private markets, your dedicated Juniper Square onboarding team will craft a shared project plan tailored to your business’s needs and unique requirements.
Data transfer & strategic planning
Once you’ve securely shared your fund data, assigned data specialists from your Juniper Square team will review the information provided and collaborate with you to establish a cohesive data strategy.
Data migration & preparation
Your dedicated onboarding team will configure your general ledger, migrate historical balances, and meticulously clean, map, and upload your data.
Joint sign-off
After a rigorous quality assurance process, your implementation manager will guide you through a comprehensive review process to guarantee that your data is deployed exactly how you need it.
Deployment
Once your data is approved, you’ll meet your dedicated customer success manager, who will work with you to provide ongoing training and guidance while full fund administration services begin.
First quarter of services
Your onboarding team will continue to partner with you to ingest financials completed by your prior fund administrator after the final data is submitted.
Meet your team
Your onboarding will be managed by a team of experts working closely to ensure there are no gaps in your data or service.
Implementation Project Manager
Your primary point of contact who plans and organizes your project to help you meet your implementation goals.
Fund Administration Onboarding Manager
A fund administration specialist who collects and reviews your fund documents, configures the general ledger system, migrates historical balances, and establishes shared workflows.
Product Onboarding Manager
A trained data specialist who configures your workspace and transforms your data from its current format to be deployed in Juniper Square.
Find value in your partnership from day one
After seeing how organized and involved the Juniper Square team was when we implemented the investment management platform, we were comfortable that they had the right people in place to administer our funds, too. We never even considered another administrator.
David Perel
Chief Investment Officer
NewcrestImage
Switching from our prior administrator to Juniper Square was relatively easy. We had to import five-plus years of historical investor and transaction data, and the Juniper Square team worked with us every step of the way to make sure they were getting all the information necessary to do their job appropriately. It’s really up to the fund administrator to make the process seamless, and that’s what Juniper Square did for us.
Austin Carlson
Managing Director, Head of Sales and Investor Relations
Parkview Financial
In some ways, it’s a leap of faith. You can watch demos and spend time with the salespeople, but you don’t really know how seamless that transition is going to be until you do it. We did as much research as we could, and then we took the leap—and we’re really happy we did.
John Falkner
Principal and Co-Founder
FSO Capital Partners
Juniper Square: Where partnerships drive potential
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GPs
1,800+
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investor accounts
500,000+
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investment entities managed
34,000+
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in investor equity
$1 trillion
Partnership Enablement allows GPs and LPs to connect, communicate, and collaborate throughout the entire private investment lifecycle—all based on a single source of truth.