“Switching to InvestNext from Juniper Square was a decision driven by the need for a more streamlined investment management experience. The contrasts were apparent right from the start. Juniper Square’s complexities had me spending countless hours each day, whereas InvestNext’s onboarding process was refreshing. The user experience of InvestNext is …

“The nice thing is, when the distribution drops in InvestNext, and they get a notification, they know that it’s gonna be in there, And they know that they can go check the status whenever they want to.”