394 sonuç
İş gereksinimlerinize göre özelleştirilebilen beyaz etiketli kitlesel fonlama/kitlesel kredi platformu. Kredi/yatırım yönetimi aracı. Crowdsofts hakkında daha fazla bilgi
Crowdsofts, tüm kitlesel kredi ve/veya kitlesel fonlama sürecinin uçtan uca akıllı otomasyonunu sağlama konusunda güvenilir bir iş ortağıdır. Crowdsofts ile kitlesel fonlama işinize hemen başlayabilir siniz. Crowdsofts hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Fon sepeti dahil özel sermaye ve girişim sermayesi firmaları için uçtan uca portföy izleme platformu. FolioSure hakkında daha fazla bilgi
FolioSure; PE (özel sermaye) ve VC (girişim) şirketlerine portföy izleme ve veri operasyonları işlevlerinde ek bir avantaj sağlayabilir. FolioSure, portföy şirketlerinin performansının doğru izlenmesini ve karşılaştırılmasını sağlayan uçtan uca, bulut tabanlı bir portföy izleme çözümüdür. Mevcut teknoloji altyapınıza ve süreçlerinize tam entegre edilebilir ve gereksinimlerinize göre özelleştirilebilir, böylece portföyünüzün yaşam döngüsünü tam olarak kontrol edebilirsiniz. FolioSure hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Mint hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Foundersuite hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. StockMarketEye hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. RealPage IMS hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. AppFolio Investment Management hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. MRI Software hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Stessa hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Juniper Square hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. HiddenLevers hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Carta hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Social Security Timing hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
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. Backstop hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.
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. Certent Equity Management hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
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. Seeking Alpha hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Exirio hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Plaid hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Trademetria hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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 Algos hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Trade Ideas hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. DealCloud hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Ledgy, VC’lerin (risk sermayesi işletmeleri) yeni kurulan işletme portföylerini tek bir gösterge panosundan takip etmelerine, performansı, likiditeyi, ilerleme yolunu, model değerlendirmelerini ve daha pek çok özelliklerini görüntülemelerine yardımcı olur.
Ledgy, yatırımları takip etmek için önde gelen sanal para fonları tarafından kullanılmaktadır. Sermayelendirme tablolarını, likidite oranını, karşılaştırma modellerini, şelale modeli analizini, gelecekteki seyreltmeyi ve daha fazlasını izlemek için ölçeklenebilir bir panoda tek gerçek kaynağı. Yeni kurulan işletmelerin performansını KPI (anahtar performans göstergeleri) panoları ve paylaşılabilir raporlar ile izleyin. Belge yönetimini nitelikli elektronik imzalarla basitleştirin. İsviçre yapımı: daima doğru, özel, güvenli ve yasal olarak uyumlu. Ledgy hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Dynamo hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. SyndicationPro hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. DealCheck hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. AlternativeSoft hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. emX hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
EquityEffect girişim sermayesi şirketlerinin ihtiyaç duyacağı tamamen entegre bir portföy ve kapitalizasyon tablosu yönetimi platformudur.
EquityEffect (bir Diligent Markası) girişim sermayesi şirketlerinin ihtiyaç duyacağı tamamen entegre bir portföy ve kapitalizasyon tablosu yönetimi platformudur. Bu yazılım, tüm portföy şirketi kapitalizasyon tabloları ve KPI’leri (temel performans göstergeleri) genelinde tek bir gerçeklik kaynağı görünümü sağlar. Tüm yatırım, şirket ve fonlarının performansını görmek için şelaleler ve senaryo modellerini kolayca kullanın. Dağınık verilere veda edin ve fon performansını doğru bir şekilde görmenin keyfini çıkarın. Diligent Equity hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. SourceScrub hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. AIM hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. PackHedge hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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 Vantage Software hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Orchestra hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. FinFolio hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. AtomInvest hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Riskalyze hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Rundit hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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 HedgeGuard hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. TOGGLE hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. WealthBlock hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Tyke hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L
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. FundCount hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. NaviPlan hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
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. Covercy hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Cash Flow Portal is a real estate syndication software that makes it easy for GPs to raise capital.
You and investors can access all the deals' information conveniently from the dashboard and have a holistic overview of each deal. Create and update deals. Add, manage, and organize assets by property type and class. View how much capital is already raised. Add investors, sort them by class, % of class, investment %, and investment status. Store and distribute documentation. Automate K1s, distributions, updates, investor workflows, and get comprehensive reports. Cash Flow Portal hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Cloud-based commercial real estate software to build cash flow forecasts and valuations, and manage asset performance and risk.
ARGUS Enterprise is a combination of our three best solutions – Valuation DCF, Valuation Capitalisation and DYNA Asset Management to enable you to run commercial property valuations and manage the performance of your real estate assets. With one centralized solution, you can build detailed cash flow forecasts, stress test several scenarios, create comprehensive commercial property valuations and get in-depth insights to effectively manage asset performance and risk. ARGUS Enterprise hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management.
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. Windham Portfolio Advisor hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
FactSet provides integrated software and data solutions to investment professionals.
FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For. FactSet hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin
Save time and headaches with our full-featured and easy-to-use equity plan and cap table management software.
Full-featured and easy-to-use equity plan and cap table management software backed by the support of highly-experienced equity professionals. OptionTrax hakkında daha fazla bilgi

Özellikler

  • Müşteri Yönetimi
  • Karşılaştırma Testi
  • Emtia Vadeli İşlem Sözleşmesi
  • Performans Metrikleri
  • Menkul Kıymetler
  • Yatırımcılar ve Ticaret Yapanlar İçin