Juniper Square vs Morningstar Office
| Juniper Square | Morningstar Office | |
|---|---|---|
| Platforms | Android, api, iOS, Web | iOS, Web |
| Email sync | Yes | |
| Deal pipeline | Yes | |
| LP and investor records | Yes | |
| Portfolio tracking | Yes | |
| Mobile app | Yes | |
| Free plan | No | |
| Asset class coverage | multi_asset_alternatives | |
| Performance reporting | Yes | |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes |
Listed together in Best Portfolio Management Software