Juniper Square vs Morningstar Investor
| Juniper Square | Morningstar Investor | |
|---|---|---|
| Free plan | No | |
| Free trial | Yes | |
| Paid from | $20.75/mo | |
| Platforms | Android, api, iOS, Web | Android, 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 | |
| Performance reporting | Yes | |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Maximum portfolios | 25 portfolios |
Listed together in Best Portfolio Management Software