emX vs FundCount vs Juniper Square

Rating


4 / 5
(9)


4.5 / 5
(6)


5 / 5
(31)

Starting Price

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

Best For

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

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

Real estate investment managers who manage outside capital

Ideal number of Users

1000+

1 - 1000+

2 - 1000+

Ease of Use


3.5 / 5

4 / 5

5 / 5

Customer Support


4 / 5

4 / 5

5 / 5

Features & Functionality


4.5 / 5

4.5 / 5

5 / 5

Value for Money


3.5 / 5

3.5 / 5

5 / 5

Product Features

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

Screenshots

View 5 screenshots 2366 thumb
Capterra screenshot placeholder
View 4 screenshots 93855 thumb

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

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emX vs FundCount vs Juniper Square

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