Case Study: Beacon Capital Partners improves investor satisfaction and back office efficiency with Juniper Square

Beacon Capital Partners - Customer Case Study

Beacon Capital Partners, a leading office investment manager, was frustrated with an investor relations system that was hard to use, had a cumbersome interface, and mainly sent PDFs to investors. The company wanted to give investors direct access to their data, not just documents, and to improve inefficient back office processes.

Beacon Capital Partners implemented Juniper Square as a single platform for investor information across finance, investor relations, accounting, and compliance. Juniper Square helped create one shared data repository, supported investor portal reporting and communications, and made back office work more efficient; Beacon said investor response has been very positive, with one investor calling it the best portal he had ever seen.

Beacon Capital Partners

Dane Rasmussen

Managing Director and Head of Investor Relations