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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Integrations

DocuSign
Microsoft Outlook
Box
Causal
Compudyne
Dropbox
Gmail
Google Analytics
Kixie PowerCall & SMS
Lob
Mailchimp
MaxPatrol
Microsoft 365
Oracle S&OP
Revit MEP
SourceScrub
StackState
Vectra AI
Vyzer
purpose.jobs

Integrations

DocuSign
Microsoft Outlook
Box
Causal
Compudyne
Dropbox
Gmail
Google Analytics
Kixie PowerCall & SMS
Lob
Mailchimp
MaxPatrol
Microsoft 365
Oracle S&OP
Revit MEP
SourceScrub
StackState
Vectra AI
Vyzer
purpose.jobs

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Dynamo Software

Founded

1998

Country

United States

Website

www.dynamosoftware.com

Vendor Details

Company Name

Juniper Square

Founded

2014

Country

United States

Website

www.junipersquare.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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