Customer Success Workshop

Learn how to generate reports with an automated process that meets industry standards and exceeds investors' expectations — for funds of any type and investors of any size.

Wednesdays at 12:00pm PT

45 Minutes

This workshop will familiarize you with how to generate three different Juniper Square reports. You will also learn how to quickly upload reports generated outside of Juniper Square and share those reports with your investors.

In this session, we will cover:

Investor Reports: Details position and transaction history
Account Statements: Period-specific snapshot of investment details
Asset Reports: Period-specific snapshot of asset performance and updates
Document management in Juniper Square

Hosts

Our Customer Success Managers and Product Support Specialists have experience working with our 1,700+ GPs across capital markets. Each session is hosted by a member of our team intimately familiar with the Juniper Square platform.