Prospero 365 is a cloud-based risk management solution, which helps medium to large private banks and financial institutions plan, manage and track client investment goals. Key features include regulatory compliance review,... Scopri di più
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
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
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... 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
Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. The Bipsync Research Platform brings together a... 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
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
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
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
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
AppFolio Investment Management is a cloud-based solution that helps small to large businesses in the real estate industry handle assets and manage fundraising campaigns. It comes with a centralized dashboard, which enables users... 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
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
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
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
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
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
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
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
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
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
HighCastle 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... 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
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
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
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
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... Scopri di più
M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for small to midsize banking and financial businesses. Key features include customer relationship management... 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
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
BetterCapital.US is an investment management solution that helps investors measure ROIs from within a unified dashboard. Property managers can provide a better investor portal for their clients at no cost. Scopri di più
EXM is a cloud-based strategy execution solution, which assists C-suite officers and portfolio managers with business process planning and portfolio management. Key features include fund monitoring, asset/expenditure management,... Scopri di più
LienApp is a cloud-based tax lien solution that helps investors and alternative asset portfolio managers automate transactions and maintain certification portfolios. Key features include risk management, investment tracking,... Scopri di più
Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, health care, insurance, retail, banking, telecom and utility industries. It allows users to manage... Scopri di più
Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle from acquisition to profit management, returns and sale. The platform offers various integrated... 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... Scopri di più
Uptrader is a cloud-based process improvement solution that helps businesses streamline processes related to hiring, investment, demand management, and supply chain management. The talent acquisition tool allows recruiters to... Scopri di più
InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client... Scopri di più
Trust Platform is an alternative investment hub designed to help businesses manage client assets. This solution allows firms to manage client accounts, create custom reusable templates, send bulk investment invitations, plus... Scopri di più
YCharts is an investment management solution that helps financial advisors and investors create client portfolios and compare investment strategies. Finance teams can gain insights into mutual funds, financial assets and market... Scopri di più
Morningstar Advisor Workstation is a cloud-based investment management solution that helps businesses create and assess client portfolios using hypothetical illustrations. Professionals can review investment styles or holdings... Scopri di più
ODD360 is a cloud-based solution that helps investors, consultants and fund managers streamline processes related to DDQ workflow automation, report usage tracking, document storage, collaboration and more from within a... Scopri di più
Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, validate, reconcile and analyze clients’ investment data. Administrators can automatically collect... Scopri di più
MX.3 is a cloud-based solution that enables public agencies, banks, clearing brokers and other businesses to handle operations related to trading, costs, funding and risk management, compliance tracking, and more. The platform... Scopri di più
Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one... 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
thinkorswim is an investment management suite of tools, which enable professionals to handle trade across multiple products such as equities, exchange-traded funds (ETFs) and more. Individuals can utilize the thinkscript tool to... Scopri di più
RentCast is a cloud platform that helps real estate investors, landlords and property managers track and optimize their rental portfolios. You can use RentCast to view property rent prices, nearby rental comps and local rental... 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
A Digital Asset Securities Investment Platform Simplifying investing in alternatives through a digital platform Bringing Efficiency To Alternative Investments Alternative investments are an important part of capital markets.... 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
