I am starting to look at investor reporting software and technology that will streamline the subscription process. I am very familiar with Juniper Square but I wanted to inquire what other companies are producing similar products to JS and if anyone has any knowledge of their capabilities.
Ideally, the software would allow me to track, send and update subscription documents for investors and also allow for an investor portal to track investments.
Thanks for sharing any commentary.
fundinvestoraz, pure crickets, that's where I come in. Any of these useful?
More suggestions...
If those topics were completely useless, don't blame me, blame my programmers...
Bump
Realpage and juniper square are the best. Realpage for smaller firms and Juniper square for bigger firms. A fully customized Salesforce is still the best though in my eyes
Thank you I will look into Realpage. First time I have heard of it.
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