Logiciels de gestion des investissements

eFront est une solution cloud qui aide les entreprises à gérer leurs opérations d'investissement grâce à des fonctions de reporting, de comptabilité, d'administration de fonds et de gestion d'actifs. Les fonctionnalités clés... En savoir plus

Prospero 365 est une solution cloud de gestion des risques. Elle aide les moyennes et grandes banques privées et les institutions financières à planifier, gérer et suivre les objectifs d'investissement des clients. Les... En savoir plus

VestServe est une solution cloud et sur site pour la gestion des investissements. Elle aide les banques, les compagnies d'assurance et les fondations de toutes tailles à gérer les fonds et les risques de crédit. Les... En savoir plus

EquityEffect est une solution de gestion des actions basée sur le cloud, qui aide les cabinets juridiques, les investisseurs et les institutions financières de toutes tailles à surveiller, gérer et organiser les actions à l'aide... En savoir plus

FundCount est une solution intégrée de gestion de la comptabilité et des investissements. Elle aide les petites et grandes entreprises à suivre, analyser et rapporter les investissements sur l'ensemble des portefeuilles. Elle... En savoir plus

Crowdsofts est une solution de financement participatif en marque blanche pour les start-up et les organismes à but non lucratif. La plateforme basée sur le cloud offre des avantages tels que l'automatisation des flux de travail,... En savoir plus

U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors manage property valuation and tenant underwriting. It integrates with Microsoft Excel to facilitate... En savoir plus

FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net... En savoir plus

Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. The Bipsync Research Platform brings together a... En savoir plus

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... En savoir plus

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request... En savoir plus

Juniper Square is a cloud-based investment management platform, which assists real estate firms with client management and partnership accounting. Key features include file sharing, document management, payment distribution and... En savoir plus

Stessa is a real estate accounting software designed to help businesses track and manage investments, finances and documents across rental properties on a unified dashboard. Administrators can use the platform to centralize... En savoir plus

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture... En savoir plus

Backstop est une suite cloud d'applications conçue pour aider les petites et grandes entreprises du secteur des investissements institutionnels. La suite fournit diverses solutions pour gérer les relations clients, les... En savoir plus

AppFolio Investment Management is a cloud-based solution that helps small to large businesses in the real estate industry handle assets and manage fundraising campaigns. It comes with a centralized dashboard, which enables users... En savoir plus

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to... En savoir plus

AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import... En savoir plus

Dynamo est une solution cloud qui aide les investisseurs institutionnels et les gestionnaires de fonds alternatifs à maintenir leurs relations avec les investisseurs grâce à des soumissions de documents de conformité, à une... En savoir plus

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... En savoir plus

HedgeGuard est une solution de gestion de portefeuille conçue pour aider les entreprises qui traitent avec des hedge funds, des actifs, des family offices et des cryptofonds. Elle permet aux utilisateurs de générer des... En savoir plus

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... En savoir plus

Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress... En savoir plus

SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The... En savoir plus

AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In... En savoir plus

HighCastle is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations... En savoir plus

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... En savoir plus

Active Trader Pro is a cloud-based and on-premise trading solution, which helps investors monitor and gain real-time insights about investments, discover trading opportunities and identify potential risks or rewards through... En savoir plus

M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for small to midsize banking and financial businesses. Key features include customer relationship management... En savoir plus

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... En savoir plus

EXM is a cloud-based strategy execution solution, which assists C-suite officers and portfolio managers with business process planning and portfolio management. Key features include fund monitoring, asset/expenditure management,... En savoir plus

LienApp is a cloud-based tax lien solution that helps investors and alternative asset portfolio managers automate transactions and maintain certification portfolios. Key features include risk management, investment tracking,... En savoir plus

Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, health care, insurance, retail, banking, telecom and utility industries. It allows users to manage... En savoir plus

Eze Investment Suite est une solution cloud conçue pour aider les entreprises de toutes tailles à gérer l'ensemble du cycle de vie des investissements, de l'acquisition à la gestion des bénéfices, aux retours et aux ventes. La... En savoir plus

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales... En savoir plus

Uptrader is a cloud-based process improvement solution that helps businesses streamline processes related to hiring, investment, demand management, and supply chain management. The talent acquisition tool allows recruiters to... En savoir plus

InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client... En savoir plus

Trust Platform is an alternative investment hub designed to help businesses manage client assets. This solution allows firms to manage client accounts, create custom reusable templates, send bulk investment invitations, plus... En savoir plus

YCharts is an investment management solution that helps financial advisors and investors create client portfolios and compare investment strategies. Finance teams can gain insights into mutual funds, financial assets and market... En savoir plus

Morningstar Advisor Workstation is a cloud-based investment management solution that helps businesses create and assess client portfolios using hypothetical illustrations. Professionals can review investment styles or holdings... En savoir plus

ODD360 is a cloud-based solution that helps investors, consultants and fund managers streamline processes related to DDQ workflow automation, report usage tracking, document storage, collaboration and more from within a... En savoir plus

Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, validate, reconcile and analyze clients’ investment data. Administrators can automatically collect... En savoir plus

MX.3 is a cloud-based solution that enables public agencies, banks, clearing brokers and other businesses to handle operations related to trading, costs, funding and risk management, compliance tracking, and more. The platform... En savoir plus

Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 days that can be extended to 30 days upon request. It combines ease of use, intuitive UI of a user-centric SaaS... En savoir plus

BetterCapital.US is an investment management solution that helps investors measure ROIs from within a unified dashboard. Property managers can provide a better investor portal for their clients at no cost. En savoir plus

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching... En savoir plus

Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one... En savoir plus

Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee records and profiles, contribution rates, and more. The system's investment management functionality... En savoir plus

thinkorswim is an investment management suite of tools, which enable professionals to handle trade across multiple products such as equities, exchange-traded funds (ETFs) and more. Individuals can utilize the thinkscript tool to... En savoir plus

RentCast is a cloud platform that helps real estate investors, landlords and property managers track and optimize their rental portfolios. You can use RentCast to view property rent prices, nearby rental comps and local rental... En savoir plus

DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealCheck to quickly analyze rental properties, flips, rehab projects, BRRRR's, wholesale deals, and... En savoir plus

A Digital Asset Securities Investment Platform Simplifying investing in alternatives through a digital platform Bringing Efficiency To Alternative Investments Alternative investments are an important part of capital markets.... En savoir plus