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Solution Security

Industry-Leading Security

Security is a top priority at Juniper Square, and we utilize the highest industry standards for encryption, data storage, and authentication to ensure the safety of your data.

Secure Cloud Infra

Secure Cloud Infrastructure

Juniper Square works with the industry leading provider of cloud infrastructure to stay on the cutting edge of security. Our solution and infrastructure leverage Amazon AWS, a cloud service provider compliant with a variety of security best practices and IT security standards, including SOC 1/2/3, FISMA, and ISO 9001. Additional security measures include redundancies across data centers to provide high uptime and avoid disruption.

Ex sec audits

External Security Audits

With robust external audits, Juniper Square ensures all customers can meet the security requirements of the most stringent investors. Juniper Square conducts annual SOC 1 Type 2 and SOC 2 Type 2 Assessments for the Security and Availability trust principles of the System and Organization Controls (SOC) description criteria as established by the American Institute of Certified Public Accountants (AICPA). Additionally, Juniper Square undergoes routine 3rd party penetration testing.

Photo of David Enslow

Knowing that we have one place for all of our client and investment information—and that it’s secure and encrypted and regularly backed up—gives me confidence that we are being good fiduciaries with our investors’ confidential data.

David Enslow
Timberlane Partners



Our bank-grade encryption standards keep your data secure no matter where you access your data from. Data, documents, and other media are encrypted at rest using 256-bit AES encryption. Data transmitted between a user’s web browser and Juniper Square is encrypted in transit using Transport Layer Security (TLS, also known as SSL) technology.

Alerts audit log

Alerts and Audit Log

Be notified of important changes to sensitive investor information in your workspace. Automatic audit logging ensures changes and updates are actively tracked in a central log.



Never second-guess how your data is being used. Juniper Square is committed to transparency around our data practices, and we comply with both the General Data Protection Regulation (“GDPR”) and California Consumer Privacy Act (“CCPA”) requirements. View our Privacy Policy for more information.

User auth

User Authentication

Protect your staff and investors from password-reuse and vulnerabilities. Two-factor authentication is available for all end-users, including both staff users of Juniper Square and investors who use the portal. A strong password policy is enforced for all accounts, including both staff users of Juniper Square and investors who use the portal. Enterprise customers can sign in to Juniper Square using their organization’s single sign-on, further improving security and access controls.

Admin controls

Enterprise-Grade Administrator Controls

Client-managed security measures give you precise control over every aspect of your data. Juniper Square provides capabilities around role-based permissions to restrict access to sensitive information, exporting sensitive information, and securely encrypting sensitive PDFs with document passwords.

If you have any questions or concerns about security, contact us.

Contact us