Juniper Square
6.6#3 in property investment management softwareAndroidiOSWebAPI
VisitJuniper Square vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Juniper Square | Orion Portfolio Accounting |
|---|---|---|
| Founded | 2014 | 1999 |
| Headquarters | No single physical headquarters; office in San Francisco | Omaha, Nebraska, United States |
| Integrations | Pre-built connectors include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Purpose | Juniper Square connects software, data, and fund administration services to help private markets firms manage fund operations and investor relationships. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Security | Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Support | Investor onboarding includes support from fundraising experts who can configure subscriptions, distribute invitations, and create investor positions. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
Juniper Square plans
No prices published.
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Juniper Square if…
Juniper Square is aimed at private markets firms, including those in private equity, real estate, venture capital, fund of funds, and private credit. Its mobile app is for investor relations and fundraising teams.
Pick Orion Portfolio Accounting if…
Orion Portfolio Accounting is intended for financial advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms. It may suit firms seeking accounting, reporting, billing and alternative-asset workflows in one platform.