Centralize your data, standardize it, and unlock insights in the leading fund system of record for GPs and LPs with open APIs and integrations to top technology partners.
API Integrations:
Seamless connections to your critical systems and data sources
API:
Connect your tools with Juniper Square's open APIs
Unlock your data
Make information available in real-time to those who need it, where they need it.
Build an integrated ecosystem
Connect Juniper Square with your other solutions to create efficient, scalable workflows.
Fuel JunieAI Answers and Insights
More data in Juniper Square means JunieAI can streamline workflows, deliver insights, and answer questions with more context.
Integrations:
Connect your tools to fuel your data strategy
See the full picture and move faster with our library of integrations.
Automate workflows
Save time and resources by connecting your critical tools and systems with out-of-the-box integrations
A holistic view of your funds and investors
Gain powerful insights by centralizing data across your tools into a single system of record
Get instant answers with JunieAI
Out-of-the-box integrations make it easy to sync and organize your data in Juniper Square, giving JunieAI and your teams more context
Amplify the power of Juniper Square with connections to your other tools
HubSpot
Automate your marketing with advanced email campaigns using HubSpot, and sync new leads with Juniper Square.
Preqin
Enhance your contacts with the latest private market data from Preqin and access it in your Juniper Square CRM.
Outlook
Access Juniper Square data right from your inbox. View investor profiles and log new activity with the Outlook add-in.
DocuSign
Leverage the most powerful e-signature platform to streamline investor onboarding and unlock digital subscriptions.
Yardi IM
Save time and keep transaction data up-to-date by syncing Transaction Detail Reports between Juniper Square and Yardi IM.
Yardi Voyager
Simplify reconciliation and keep investor distributions and payments up to date between Juniper Square and Yardi Voyager.
Lob
Initiate check payments directly in Juniper Square with Lob.
Single sign-on (SAML 2.0)
Simplify your Juniper Square sign-in experience by connecting your organization’s SSO provider, such as Microsoft Entrada ID or Okta.
FAQs
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Our APIs are powerful, flexible, and getting more so every day. We’d love to understand what you’re trying to solve for so we can deliver a solution that meets your needs.
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Our API supports use cases of all shapes and sizes. From CRM integrations with Salesforce to transaction integrations with Investran, Juniper Square’s APIs can be used to create a holistic view of your data.
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Our team of experts is here to support your developers and will outline what’s needed to build your custom integration. Contact our team to learn more.
Powerful APIs and integrations are just the start
Juniper Square powers a connected platform of fund technology and services to increase efficiency and elevate every investor touchpoint.