Suomi Näytä paikalliset tuotteet
394 tulosta
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Lue lisää tuotteesta Backstop
Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. Lue lisää tuotteesta Backstop

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
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  • Sijoittajille ja treidaajille
Leverage granular investment data, reliable benchmarking technology and a powerful platform to generate unprecedented levels of insight Lue lisää tuotteesta eFront
eFront Insight LP - The eFront Insight platform integrates data directly from eFront Data Intelligence, eFronts best in class data service. Sourced directly from GPs and subjected to rigorous validation protocols, EDI data has become the standard for data granularity and integrity. Fund-level data and precise benchmarks are also integrated directly from PitchBook in order to boost the agility and efficiency of private market analyses. Lue lisää tuotteesta eFront

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. Lue lisää tuotteesta VestServe
Vestserve, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (ex. GIPS, IRR), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. More advanced accounting features include what-if and cash flow analysis, calculation of complex fees, unitization and data aggregation. Lue lisää tuotteesta VestServe

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Lue lisää tuotteesta FundCount
FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. FundCount brings speed, accuracy and analytical insight to your firm. Lue lisää tuotteesta FundCount

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Lue lisää tuotteesta Certent Equity Management
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 accounting calculations and in-depth stock plan reporting on the market. With Certent Equity Management’s participant/shareholder portal, administrative role, and console, you can streamline equity compensation processes, and tighten compliance across the entire organization. Lue lisää tuotteesta Certent Equity Management

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Lue lisää tuotteesta Seeking Alpha
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Lue lisää tuotteesta Seeking Alpha

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Excel-based CRE underwriting and valuation platform that saves time and unlocks productivity. Lue lisää tuotteesta U-Rite
Our software makes underwriting commercial real estate simple. With U-Rite, leverage the power of the cloud and the convenience of Excel to generate detailed property cash flows and perform advanced real estate calculations, all in seconds. It's software built by CRE professionals. Lue lisää tuotteesta U-Rite

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. Lue lisää tuotteesta Crowdsofts
We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdlending and/or crowdfunding process. With Crowdsofts, you will be able to start your crowdfunding business in no time. Lue lisää tuotteesta Crowdsofts

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Valutico is the world’s leading valuation platform, allowing you to value a business in minutes. Lue lisää tuotteesta Valutico
Valutico is the world’s leading valuation platform, allowing you to value a business in minutes. Valutico’s all-in-one platform lays 3TB of company data at your fingertips, with 800,000 transactions , 50,000 peers, and 26 valuation techniques. Join the 400+ financial firms across more than 70 countries who use Valutico, and: - Have access to world-leading market data from the most-trusted sources - Download reports at a click of a button - Run different valuation scenarios in seconds Lue lisää tuotteesta Valutico

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance. Lue lisää tuotteesta Bipsync
Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. Combining easy to use note-taking and organization tools with a powerful underlying automation engine, Bipsync makes your research process smarter, faster, and more consistent. Lue lisää tuotteesta Bipsync

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds. Lue lisää tuotteesta FolioSure
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle. Lue lisää tuotteesta FolioSure

Ominaisuudet

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Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments.
Mint is a free online money management tool that helps you budget, track spending, and monitor your credit score. Mint pulls all of your financial accounts into one place so you can finally get a complete picture of where your money is going. Lue lisää tuotteesta Mint

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Lue lisää tuotteesta Foundersuite

Ominaisuudet

  • Asiakashallinta
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Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Lue lisää tuotteesta StockMarketEye

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Visibility, Delivered. Status Quo, Shattered.
RealPage IMS an end-to-end, fully integrated platform designed for real estate. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. We focus on creating investor transparency and engagement by providing performance dashboards, investor portals, document dissemination, and a centralized location for new offerings. Lue lisää tuotteesta RealPage IMS

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
AppFolio Investment Management is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Management is commercial real estate software that maximizes your returns, reduces overhead, & simplifies your investment operations. In other words, we are: A digital platform that creates repeat investors and accelerates capital raises at scale. A streamlined workflow that automates your investment operations while adding an extra layer of accuracy and security. A single source of truth that fuels thoughtful transparency for your teams and investors. Lue lisää tuotteesta AppFolio Investment Management

Ominaisuudet

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  • Sijoittajille ja treidaajille
With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management - all part of the MRI Software Property Investment Financial Tool set. Lue lisää tuotteesta MRI Software

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Stessa is smart accounting software for real estate investors with rental properties.
Stessa is smart-yet-simple accounting software for real estate investors with rental properties. Stessa helps landlords like you to save valuable time, maximize your profits and optimize your portfolio with powerful features: personalized performance dashboards, automated income and expense tracking, tenant ledger, document organization, tax-ready financial reports and more. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets - 100% free to try. Lue lisää tuotteesta Stessa

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
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  • Sijoittajille ja treidaajille
Juniper Square provides a system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.
Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,700 GPs rely on Juniper Square to manage more than 300,000 LPs in more than 24,000 private funds. Lue lisää tuotteesta Juniper Square

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Lue lisää tuotteesta HiddenLevers

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets. Lue lisää tuotteesta Carta

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.
Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more. Lue lisää tuotteesta Social Security Timing

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.
Exirio is a portfolio tracking and wealth insight app. We take tracking to a new level: all your wealth aggregated in one place, and the information you need to accurately understand what you own, and how it is performing. Any asset, any currency, any device. For free Exirio is the first step to better investment decisions. Lue lisää tuotteesta Exirio

Ominaisuudet

  • Asiakashallinta
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Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Lue lisää tuotteesta Plaid

Ominaisuudet

  • Asiakashallinta
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  • Sijoittajille ja treidaajille
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm? Manage every cent that goes into your trading business with our Trademetria for Manager solution. Lue lisää tuotteesta Trademetria

Ominaisuudet

  • Asiakashallinta
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Investment management platform that helps businesses capture Alpha across cryptocurrencies using automated algorithms
EndoTech.io provides investors with advanced technologies used in top hedge funds so they can benefit from proven, automated investing strategies directly and securely on their own crypto wallets (full custody SMA). Investment management platform that helps businesses handle trade across cryptocurrencies using algorithms, data analysis, and more. More than $100MM on platform. More than a decade in AI in finance Lue lisää tuotteesta Algos

Ominaisuudet

  • Asiakashallinta
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Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.
Trade Ideas empowers traders to consistently make better trading and investing decisions with the tools, education, and community they need to become successful. Since 2003, Trade Ideas has offered real-time scanning along with charting, backtesting, simulation, entry/exit signals, and risk analysis. Additionally, what separates Trade Ideas from other vendors is their Artificial Intelligence component that analyzes the statistical patterns of the market. Lue lisää tuotteesta Trade Ideas

Ominaisuudet

  • Asiakashallinta
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DealCloud is a data-powered platform delivering vertical-specific solutions for financial services firms.
DealCloud is a data-powered platform delivering vertical-specific solutions that enable financial services professionals to execute deals at the highest levels. Our platform is purpose-built for financial services firms to be flexible and easily configured to meet the changing needs of capital markets professionals. More than just a CRM: We provide a single solution to help manage relationships, execute deals, and easily connect with external solutions and third-party data providers. Lue lisää tuotteesta DealCloud

Ominaisuudet

  • Asiakashallinta
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Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.
Ledgy is used leading VC funds to keep track of their investments. Single source of truth within a scalable dashboard to monitor capitalisation tables, liquidity rate, comparison models, waterfall analysis, future dilution and more. Monitor startup performance with KPI dashboards and shareable reports. Simplify document management with qualified electronic signatures. Swiss made: always accurate, private, secure and legally compliant. Lue lisää tuotteesta Ledgy

Ominaisuudet

  • Asiakashallinta
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Dynamo streamlines front-to-back investment operations management software for GPs, LPs, and service providers.
Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Lue lisää tuotteesta Dynamo

Ominaisuudet

  • Asiakashallinta
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Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software
Real Estate Sponsors use SyndicationPro.com to raise capital and spend less time doing it. Our customers manage half a billion in assets through our platform. SyndicationPro includes a robust and easy to use Investor CRM, Investor Portal, and Investment Management software to nurture leads, digitize fundraising, and centralize investor relations. Lue lisää tuotteesta SyndicationPro

Ominaisuudet

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The Leading Real Estate Analysis Software and Calculator
DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet. Trusted by over 200,000 real estate investors and agents, it's the leading real estate analysis platform that has been featured by Forbes, MSN, BiggerPockets and others. DealCheck will help you analyze and perform due diligence on any rental property, BRRRR, flip, rehab project, wholesale deal, multi-family or commercial building in seconds. Lue lisää tuotteesta DealCheck

Ominaisuudet

  • Asiakashallinta
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We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios.
AlternativeSoft’s platform redefines portfolio optimization, providing the most extensive set of quantitative tools available on the market for funds' investment management, funds' fact sheet, funds' risk analysis and funds' due diligence. Highly intuitive and user friendly, our platform provides both a greater breadth of analytics and monitoring options all at a faster speed than other competing platforms. Featuring free customized fact sheets, free installation and free 24hr support. Lue lisää tuotteesta AlternativeSoft

Ominaisuudet

  • Asiakashallinta
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See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. Lue lisää tuotteesta emX

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

Ominaisuudet

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EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.
EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. Easily run waterfalls and scenario models to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. Lue lisää tuotteesta Diligent Equity

Ominaisuudet

  • Asiakashallinta
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Our mission is to help customers find, research, and connect with privately held companies - using data to transform the M&A industry.
SourceScrub is the world's leading data service for firms looking to research, find and connect with privately held companies. Our Private Company Intelligence platform allows deal teams to take a data-driven approach in a traditionally opaque segment of the market. We combine state-of-the-art technology with an unmatched QA process resulting in the freshest and most accurate data set available. Lue lisää tuotteesta SourceScrub

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Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Lue lisää tuotteesta AIM

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

Ominaisuudet

  • Asiakashallinta
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First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting.
First Rate Vantage helps manage the entire fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Replace cumbersome and error-prone spreadsheets with automated portfolio accounting software that ensures greater efficiency in managing complex accounting, waterfall structures, fees, and reporting of investments. Our portal gives instant visibility into fund holdings, transactions, KPIs, performance, and other information that keeps you “in the know Lue lisää tuotteesta Vantage Software

Ominaisuudet

  • Asiakashallinta
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  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Orchestra delivers streamlined equity management so your company can create engaged employees & investors.
Orchestra provides equity management software for growth companies & businesses with many stakeholders, enabling them to create engaged employees & investors. Orchestra provides better visibility with a single source for your ESOP employees and investors to easily view and manage their holdings in the business. Ensure your share registry and cap table are accurate and compliant, and easily communicate with investors and ESOP holders on one platform. Lue lisää tuotteesta Orchestra

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Suomi Paikallinen tuote
Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Angel Investors.
Rundit powers a single source of truth and helps private equity firms stay on top of their investments. With Rundit, fund managers could automate LP reporting tasks and gain insights into investment and portfolio performance through well-demonstrated dashboards. Lue lisää tuotteesta Rundit

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Lue lisää tuotteesta FinFolio

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. Lue lisää tuotteesta AtomInvest

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-deale rs, RIAs & asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, & access world-class models and research in the Riskalyze Partner Store. Lue lisää tuotteesta Riskalyze

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
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 optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment. With offices in Sydney, Boston, Paris and Beirut, the H Lue lisää tuotteesta HedgeGuard

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms.
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Save time with our automated distribution & capital call payment processing and gain your LPs’ trust with our intuitive Investor Portal all in one platform. Lue lisää tuotteesta Covercy

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Lue lisää tuotteesta TOGGLE

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
Cloud-based solution that enables users to personalize the platform, manage marketing, run compliance checks & analyze investment data.
WealthBlock's white label platform integrates capital raising tools (CRM, data room, investor verification, e-signature, fund admin, cap table managements, etc.) in an all-in-one solution to increase funding productivity by 10x. WealthBlock supports Venture Capital, Private Equity, Broker Dealer and Real Estate Investment Firms for their private investment offerings across a variety of asset classes. More than $300MM has been raised on the platform over the past 12 months. Lue lisää tuotteesta WealthBlock

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille
We offer a real estate investment management platform that helps firms increase operational efficiency and transparency with investors
Agora is a fintech company focused on helping real estate firms exceed investors' expectations and accelerate their growth with a suite of products and services for investment management and operations. We offer a full-rounded solution that includes payments and distributions solution, a beautifully designed investor portal, a sophisticated yet powerful CRM, fundraising automation, reporting, document center, tax operations, and more. Lue lisää tuotteesta Agora

Ominaisuudet

  • Asiakashallinta
  • Vertailuanalyysi
  • Hyödykefutuurit
  • Suorituskykymittarit
  • Joukkovelkakirjalainat/osakkeet
  • Sijoittajille ja treidaajille