281 resultat
Varför Capterra är gratis
Investors and advisors come to DealCloud to power their deal teams. Lär dig mer om DealCloud
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Lär dig mer om DealCloud
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. Wi...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Programvara för förvaltning av familjekontor, hedgefonder, private equity, fondförvaltare med integrerat partnerskap och G/L. Lär dig mer om FundCount
FundCounts portfölj och programvara för partnerskapsredovisning spårar, analyserar och rapporterar värdet för komplexa investeringar över flera portföljer. En integrerad huvudbok (general ledger, G/L) i flera valutor och automatiserade arbetsflödesverktyg, inklusive direktflöden med börsmäklare eller depåhållare samt förbättrad driftseffektivitet. Programvaran stöder ett brett urval av tillgångstyper och portföljmätningsmetoder. I kombination med flexibel kundrapportering på begäran ger FundCount ditt företag snabbhet, noggrannhet och analytisk insikt. Lär dig mer om FundCount
FundCounts portfölj och programvara för partnerskapsredovisning spårar, analyserar och rapporterar värdet för komplexa investeringar över flera portföljer. En integrerad huvudbok (general ledger, G/L) ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Utnyttja detaljerade investeringsdata, tillförlitlig riktmärkesteknik och en kraftfull plattform för att skapa oöverträffade nivåer av insikt Lär dig mer om eFront
eFront Insight LP – eFront Insight-plattformen integrerar data direkt från eFront Data Intelligence, eFronts datatjänst som är en av de bästa i sin klass. EDI-data hämtas direkt från komplementärer och är föremål för rigorösa valideringsprotokoll, och har blivit standard för datagranulatitet och integritet. Uppgifter på fondnivå och exakta riktmärken integreras också direkt från PitchBook för att öka smidigheten och effektiviteten i de privata marknadsanalyserna. Lär dig mer om eFront
eFront Insight LP – eFront Insight-plattformen integrerar data direkt från eFront Data Intelligence, eFronts datatjänst som är en av de bästa i sin klass. EDI-data hämtas direkt från komplementärer och...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
VestServe

VestServe

(0 recensioner)
Skalbar, helt integrerad lösning för redovisning och hantering av portföljning i realtid som kan förbättra verksamhetens resultat avsevärt. Lär dig mer om VestServe
Vestserve tillhandahåller en integrerad förvaltningslösning med flera valutor (investment management solution, IMS), med stöd för alla tillgångsklasser. Portföljförvaltningsfunktioner: regelbaserad modellering/efterlevnad, resultatmätning (t.ex. GIPS, IRR), riskanalys, breakout-allokeringar och avkastning på alla nivåer, scenarioverktyg och analyser av avkastningskurvan. Bland de mer avancerade redovisningsfunktionerna finns analys av hypotetiska fall och kassaflöde, beräkning av komplexa avgifter, enhetliggörande och datasammanställning. Lär dig mer om VestServe
Vestserve tillhandahåller en integrerad förvaltningslösning med flera valutor (investment management solution, IMS), med stöd för alla tillgångsklasser. Portföljförvaltningsfunktioner: regelbaserad mod...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. Lär dig mer om 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. Lär dig mer om 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 crowdfund...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 ma...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 re...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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 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,I...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate.
Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. Juniper Square is trusted by more than 800 GPs to manage more than 21,000 investments and $1 trillion of real estate assets.
Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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 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 hom...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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 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...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Carta is the investment and ownership platform for VC firms and their portfolio companies.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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'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 in...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution.
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fun...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 anal...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
An award-winning software specialising in top funds selection, top portfolio construction and funds' due diligence.
Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a software with all the funds and futuristic funds analytics. With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios.
Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a software with all the funds and futuristic funds analytics. With a total co...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Organize important topics in the workgroup, reach decisions fast, and transfer well-structured communication to the knowledge base.
9mCollab is an organization management tool that enables logically structured, conclusion-driven collaboration. Its built for organizations and team members to enjoy conclusive discussions and faster decision making with less information noise and distraction. It helps to translate the results of communication into a valuable knowledge base.
9mCollab is an organization management tool that enables logically structured, conclusion-driven collaboration. Its built for organizations and team members to enjoy conclusive discussions and faster d...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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' financia...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Dynamo strömlinjeformar front- till backoffice-programvara för förvaltningsverksamhet för GP:er, LP:er och tjänsteleverantörer.
Dynamo erbjuder molnbaserad förvaltningsprogramvara till företag i branschen för alternativa investeringar. Dynamo tillhandahåller skräddarsydda produkter till både GP- och LP-företag samt tjänsteleverantörer. Verktygen för arbetsflödesautomation och branschspecifika kanaler, instrumentbrädor och rapportering inkluderar effektivisering av processhanteringen. Integrationer med Microsoft Office och tredjepartsleverantörer av data gör det möjligt för användare att centralisera förvaltningsverksamhet från front- till backoffice.
Dynamo erbjuder molnbaserad förvaltningsprogramvara till företag i branschen för alternativa investeringar. Dynamo tillhandahåller skräddarsydda produkter till både GP- och LP-företag samt tjänstelever...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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 makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platfo...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Fastighetshanteringssystemet (property management system, PMS) är en komplett programvara som ger portföljförvaltare och investeringsteam alla verktyg som krävs för att driva sina fonder.
För fondförvaltare, hedgefonder, familjekontor, kapitalförvaltare eller förvaltare av kryptofonder. Plattformen tillhandahåller ett omfattande molnbaserat portföljförvaltningssystem och en utkontrakterad Middle Office-tjänst. Målet är att hjälpa kunder att uppnå optimal operativ effektivitet.
För fondförvaltare, hedgefonder, familjekontor, kapitalförvaltare eller förvaltare av kryptofonder. Plattformen tillhandahåller ett omfattande molnbaserat portföljförvaltningssystem och en utkontrakter...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 ac...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Empowers Alternatives 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 provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software soluti...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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, 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. ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Terra makes it easy for investors to complete the investment payment process seamlessly and gives investment managers complete control
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few clicks and most of all gives you complete control and tracking over the entire process.
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few cl...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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 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 ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations.
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. We specialize in investor portal and accounting, reporting, contact management, portfolio monitoring and deal flow solutions.
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and rea...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 pl...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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.
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 ef...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
AIRR is a full-service integration platform for investment professionals available as a single SaaS solution.
AIRR specializes in solutions to automate the process of making investment decisions. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage. AIRR is built as an open integration platform that allows exporting all data through APIs and integrating ready-made solutions in the investment management market.
AIRR specializes in solutions to automate the process of making investment decisions. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
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 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 info...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Investor Deal Room is an investor management software that helps commercial real estate sponsors manage investors and raise capital.
Investor Deal Room is an investor management software that helps commercial real estate sponsors raise capital more efficiently, report to investors, and manage documents.
Investor Deal Room is an investor management software that helps commercial real estate sponsors raise capital more efficiently, report to investors, and manage documents....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, manage vesting and exercise share options, manage convertibles, debt securities and interest payments, do the UK Companies House filings (SH01, CS01, AR01), execute share transfers and many other corporate actions.
HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more.
Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.
Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simp...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.
Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more!
Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas.
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and perfor...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
* Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. I...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opportunity to serve you.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it b...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare