Juniper Square vs NaviPlan

Starting Price

Not provided by vendor Not provided by vendor

Best For

Real estate investment managers who manage outside capital

Registered Investment Advisors and Broker Dealers of All Sizes who serve Clients of any Size.

Rating


5 / 5
(38)
Read All Reviews

4.5 / 5
(5)

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


5 / 5

3.5 / 5

Customer Support


5 / 5

4 / 5

Features & Functionality


4.5 / 5

4 / 5

Value for Money


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

Screenshots

View 4 screenshots 93855 thumb
View 5 screenshots 167773 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

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Juniper Square vs NaviPlan

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