Juniper Square vs Windham Portfolio Advisor vs FundCount

Starting Price

Not provided by vendor Not provided by vendor Not provided by vendor

Best For

Real estate investment managers who manage outside capital

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Hedge funds, fund administrators, family offices, private equity funds, and other investment professionals.

Rating


5 / 5
(34)


5 / 5
(6)


4.5 / 5
(6)

Ideal number of Users

2 - 1000+

1 - 99

1 - 1000+

Ease of Use


5 / 5

4.5 / 5

4 / 5

Customer Support


5 / 5

5 / 5

4 / 5

Features & Functionality


4.5 / 5

5 / 5

4.5 / 5

Value for Money


5 / 5

4.5 / 5

3.5 / 5

Product Features

  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • check Real Estate
  • check Risk Management
  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • check Portfolio Rebalancing
  • check Real Estate
  • check Risk Management

Screenshots

View 4 screenshots 93855 thumb
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Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation

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Juniper Square vs Windham Portfolio Advisor vs FundCount

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share Share Your Comparison of FundCount vs Windham Portfolio Advisor vs Juniper Square