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COMPLIANCE

AML/CFT and KYC solutions delivered by Juniper Square’s teams and technology

GPs need to carefully evaluate their compliance responsibilities to establish appropriate reporting and controls.

Our solutions: Compliance solutions for private capital

Enhance your compliance programs with technology and services that deliver efficiencies, provide transparency, and mitigate risk

KYC

Investor identification and verification, beneficial owner and controller identification, and OFAC screening

AML/CFT

Risk-based assessments, enhanced due diligence, and ongoing transaction monitoring

Secure, integrated platform

Integrated CDD/CIP workflows and the highest industry standards for encryption, data storage, and authentication

Our Difference: Streamlined compliance across the investment lifecycle

Juniper Square’s platform integrates AML/KYC processes across the investment lifecycle making compliance responsibilities seamless for GPs, LPs, and advisors

Compliance vignette2

Identify and screen investors, beneficial owners, and controllers

Tailor access settings, review audit logs, and build secure and integrated workflows

Collect and store identification documents within the digital subscription process

Rely on compliance experts to conduct reviews and risk assessments

Data Governance Blog Perspectives banner

juniper square perspectives: The importance of data governance across the investment lifecycle

Proper data governance improves efficiency and provides accurate and up-to-date information for all stakeholders.

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Juniper Square delivers end-to-end solutions for commercial real estate, private equity, and venture capital firms.

We’ve earned SOC 1 Type II and SOC 2 Type II certifications and we utilize the highest industry standards for encryption, data storage, and authentication to ensure the safety of your data.