Investor trust spans every touch.Keep the conversation connected.
An investor relationship extends from the first conversation through updates and commitments. Compare the systems around that journey while keeping fund administration and accounting requirements firmly in view.
Where Juniper Square fits.
Juniper Square offers investor CRM, onboarding, portals, reporting and fund administration for private markets. Its scope extends well beyond reporting. Evaluate it when investment operations and the investor experience need a specialist platform.
Checked September 23, 2026. Read Juniper Square’s official product and pricing information. Confirm current scope and terms with the vendor.
Compare the work, then the quote.
Plan details matter. Use this as a shortlist for your demo, then check your requirements against the actual proposal.
Emerson core includes 10 connected mailboxes and a 12-month term. Additional mailboxes are $75/month each. Operator support and custom implementation are optional.
Test the moments that put trust at risk.
The next raise starts with today’s follow-through
Operational detail should not disappear between teams
Keep specialist work with the right system
Choose around the work you cannot drop.
Choose Juniper Square when integrated investor operations, reporting and fund administration are the central requirements. Evaluate Emerson for relationship history and daily firm workflows. If you use both, agree the ownership of each record and process.
Emerson runs on SOC 2 Type II certified infrastructure, and our own certification is underway: policies, access reviews and audit logging are being put in place now, with the external assessment next. If a completed report is a hard gate for you this quarter, ask on the call and we will tell you exactly where we are.
Before you switch.
Does Emerson replace fund accounting?
No. Fund accounting, cap table management and broker-dealer activity are outside the scope of Emerson. Keep those requirements with the appropriate providers.
Does Juniper Square include a CRM?
Yes. Its official platform includes investor CRM alongside onboarding, portals, reporting and administration. Compare the workflow and purchased scope instead of assuming it is only a portal.
How long until it is running?
Standard setup takes two business days after we confirm the scope and receive the access and files we need. Larger migrations and custom work get an agreed schedule.
Can we get our data out?
Yes, whenever you ask, as a full export in a format you can actually open. Your data is yours. Emerson itself stays ours, so what you would take is the record, not the software.