Pros: Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. My rep is always highly responsive to any inquiries and the help pages offer clear, concise instructions.Īll in all we have had a fantastic experience with Juniper Square. Waterfall calculations: Waterfalls are entered into Juniper Square straight out of the partnership documents, eliminating potential distribution errors. This function was previously executed via a number of spreadsheets, was error prone and time consuming. The platform puts all the information they need about their investments at their fingertips.ĭistribution calculation and processing: Once we determine the total amount to distribute, Juniper Square applies a number of different calculation options to deliver accurate and error free cash flow to our clients. Our clients have commented on how much our transparency has improved over the past year since we started using Juniper Square. The document repository allows me to send financials and reports via a link versus emailing large PDF files. For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors. The CRM functionality allows me to track client interactions, tag contacts for faster classification and sorting and provide custom messaging. Overall: CRM & Reporting - I have a database with hundreds of contacts that used to be organized in a spreadsheet.
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