WEALTH ADVISORS
The trusted partner for trillions in investments
Juniper Square enables wealth advisors to build client relationships and launch proprietary offerings by combining purpose-built software and expert services to deliver powerful solutions for investor management and fund administration.
our difference: Turnkey solutions for managing private markets
Juniper Square’s integrated fund administration and investor management solutions help wealth advisors scale their private markets investments and enhance the client experience.
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Leverage the Juniper Square platform to give your clients a public market experience in private markets with greater transparency, simplified data access, and streamlined reporting.
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Partner with Juniper Square’s institutional-grade fund administration team to launch and operate in-house proprietary funds.
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Confidently grow your business with robust systems that can flex to meet the needs of your business today and as you grow.
juniper square perspectives: How Modern Administration enhances relationships
Good technology doesn’t replace relationships. It enhances them. Your administrator should do the same.
our platform: An integrated platform for wealth advisors and their clients
Investor Portal
A shared environment for all investor engagement
Investor Reporting
Industry-standard reports for any fund size or type
Investor CRM
A platform built specifically for investor relationships
Onboarding
A digital solution to raise more capital with less effort
Insights
Partnership data, transformed into actionable insights
Driving value and impact in private markets
Our goal was to provide an industry-leading investor experience using one consolidated platform. We wanted a BentallGreenOak experience that was consistent across all investors.
Doug Pritchard
Vice President
BentallGreenOak
Knowing that we have one place for all of our client and investment information—and that it’s secure and encrypted and regularly backed up—gives me confidence that we are being good fiduciaries with our investors’ confidential data.
David Enslow
Principal
Timberlane Partners
Being able to oversee our whole investment management operation with one solution that offers software and administration was incredibly important. There was nothing else out there that’s comparable—that's what really drew us to choose Juniper Square.
John Falkner
Principal & Co-founder
FSO Capital Partners
Juniper Square is an expert in the administration space, which is why we picked them to help us grow our business. They understand our needs. Our business is their business, and we’re building it together.
Austin Carlson
Managing Director
Parkview Financial
Our partnership with Juniper Square feels safe and reliable. They are dedicated to ensuring all our reporting is accurately reflected, and I love having a team of dedicated professionals assigned to our account.
Victoria Goldenberg
Assistant Vice President
DVO
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
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wealth advisors: Modern administration solutions for wealth advisors
Fund Accounting
Employing innovative workflows to keep advisors and their clients up to date on critical fund data while expert accountants manage financials and recommend best practices.
Treasury Services
Providing streamlined processing of capital calls and distributions that automatically updates the investor portal while giving advisors control over the process.
Investor Services
Providing end-to-end management of investor operations and administration for advisors while delivering a great portal experience for clients.
