Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Lue lisää tuotteesta Certent Equity Management

Track your trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. Lue lisää tuotteesta Sharesight

Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments.

SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.

AppFolio Investment Management is a real estate software partner that streamlines your investor experiences and investment operations.

Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.

Visibility, Delivered. Status Quo, Shattered.

Stessa is smart accounting software for real estate investors with rental properties.

With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.

Juniper Square provides a system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.

Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.

Carta is an equity management platform for companies, investors, and employees.

Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.

Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.

Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.

Plaid is the easiest way for users to connect their financial accounts to an app.

Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.

All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.

Investment management platform that helps businesses capture Alpha across cryptocurrencies using automated algorithms

Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.

Cloud-based platform that lets users invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard.

DealCloud is a data-powered platform delivering vertical-specific solutions for financial services firms.

The Leading Real Estate Analysis Software and Calculator

Dynamo streamlines front-to-back investment operations management software for GPs, LPs, and service providers.

Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.

See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.

Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software

We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios.

First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting.

EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.

Our mission is to help customers find, research, and connect with privately held companies - using data to transform the M&A industry.

Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.

Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.

Orchestra delivers streamlined equity management so your company can create engaged employees & investors.

When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions.

We offer a real estate investment management platform that helps firms increase operational efficiency and transparency with investors

Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.

TOGGLE AI alerts you to what might affect your portfolio holdings.

From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals

Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing

Cloud-based solution that enables users to personalize the platform, manage marketing, run compliance checks & analyze investment data.

Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

Integrated API-driven loan origination & servicing software with portfolio secondary marketing & investor management options.

Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.

Cash Flow Portal is a real estate syndication software that makes it easy for GPs to raise capital.

Helping committed founders take care of their greatest asset - their company's equity - with a powerful digital solution.

Cloud-based commercial real estate software to build cash flow forecasts and valuations, and manage asset performance and risk.