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

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

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

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

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

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 centralize... 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

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

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

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