VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment... Scopri di più
FundCount is an integrated accounting and investment management solution that helps small to large businesses track, analyze and report investments across portfolios. It allows users to manage all operations related to partnership... Scopri di più
Crowdsofts is a white label crowdfunding solution for startups and non profit organizations. The cloud-based platform provides benefits such as workflow automation, powerful analytics, back office management, and flexible... Scopri di più
FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net... Scopri di più
Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear... Scopri di più
Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... Scopri di più
StockMarketEye lets you easily track all of your investments in one place. Get the big picture on your net worth or zoom in to individual investments to see how your choices have performed. You can get started quickly by... Scopri di più
Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request... Scopri di più
AppFolio Investment Management is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... ?A modernized portal that helps you stay... Scopri di più
MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows... Scopri di più
Stessa is a real estate accounting software designed to help businesses track and manage investments, finances and documents across rental properties on a unified dashboard. Administrators can use the platform to centralize... Scopri di più
Juniper Square is a cloud-based investment management platform, which assists real estate firms with client management and partnership accounting. Key features include file sharing, document management, payment distribution and... Scopri di più
HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory... Scopri di più
Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture... Scopri di più
Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. In order to use Social Security Timing,... Scopri di più
Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research,... Scopri di più
Certent cap table and equity management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive... Scopri di più
Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform. Scopri di più
Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... Scopri di più
DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to... Scopri di più
Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and... Scopri di più
Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more.... Scopri di più
DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealCheck to quickly analyze rental properties, flips, rehab projects, BRRRR's, wholesale deals, and... Scopri di più
AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import... Scopri di più
EquityEffect is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock... Scopri di più
SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The... Scopri di più
Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... Scopri di più
Orchestra is a cloud-based equity management platform that ensures your share registry and cap table are accurate and compliant including a full transaction history. It provides better visibility with a single source for your... Scopri di più
FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity,... Scopri di più
Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to... Scopri di più
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve... Scopri di più
Tyke Invest is a SaaS platform for investors and startup founders. You can easily track your funds, investments, KPIs and more. You can raise your funding request, create a deal flow and invite your loyal customers and the... Scopri di più
Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 days that can be extended to 30 days upon request. It combines ease of use, intuitive UI of a user-centric SaaS... Scopri di più
Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and the Covercy investor management platform. Covercy is the first management platform with integrated financial services for CRE investments. CRE... Scopri di più
ARGUS Enterprise is a cloud-based commercial property valuation and asset management software. Combining three of our best solutions – Valuation DCF, Valuation Capitalisation and DYNA Asset Management into one solution, ARGUS... Scopri di più
Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress... Scopri di più
Active Trader Pro is a cloud-based and on-premise trading solution, which helps investors monitor and gain real-time insights about investments, discover trading opportunities and identify potential risks or rewards through... Scopri di più
Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and... Scopri di più
OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks,... Scopri di più
AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In... Scopri di più
U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors manage property valuation and tenant underwriting. It integrates with Microsoft Excel to facilitate market-specif... Scopri di più
Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching... Scopri di più
Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital raisers, communication and more. The application allows organizations to create custom forms to gather... Scopri di più
Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. Its API and products enable to aggregate financial data and documents, and to perform... Scopri di più
Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... Scopri di più
Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee records and profiles, contribution rates, and more. The system's investment management functionality... Scopri di più
eFront is a cloud-based solution that helps businesses manage investment operations through reporting, accounting, fund administration and asset servicing. Key features include risk management, benchmarking, investments tracking,... Scopri di più
Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representa... Scopri di più
AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... Scopri di più
Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and track customers’ investment portfolios on a centralized platform. Fi360 allows organizations to... Scopri di più
