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... Saber más
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,... Saber más
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... Saber más
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... Saber más
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... Saber más
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,... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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,... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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.... Saber más
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... Saber más
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,... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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,... Saber más
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... Saber más
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... Saber más
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... Saber más
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,... Saber más
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... Saber más
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. Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
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... Saber más
