Logiciels de gestion des investissements

Les logiciels et services de gestion des plafonds et des capitaux propres offrent tout ce dont les entreprises privées et publiques ont besoin pour gérer, administrer, comptabiliser et rendre compte des plans de rémunération en... En savoir plus

Sharesight is an investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 350,000 investors from around the world. Sharesight syncs with brokers to automatically track dividends, trades, stock splits... En savoir plus

Solution de planification et de gestion de patrimoine de bout en bout permettant d’améliorer l’efficacité des conseils et les relations avec les clients. Gestion, surveillance et centralisation des informations sur les biens des... En savoir plus

Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear... 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

AppFolio Investment Management is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... ?A modernized portal that helps you stay... En savoir plus

StockMarketEye vous permet de suivre l'ensemble de vos investissements en un seul endroit et en toute simplicité. Obtenez une vue d'ensemble de votre patrimoine net ou concentrez-vous sur les investissements individuels pour... 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

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

MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows... En savoir plus

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... En savoir plus

Carta est une solution cloud qui aide les entreprises du secteur financier à rationaliser et à gérer les portefeuilles, les évaluations, les participations et bien plus encore. Elle fournit aux entreprises un module d'administrati... En savoir plus

Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. In order to use Social Security Timing,... 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 portefeuill... En savoir plus

Grâce à Seeking Alpha, les entreprises peuvent lier leur portefeuille pour obtenir des filtres de stock, des alertes et des mises à jour personnalisés. Les professionnels peuvent consulter les prix des actions, les graphiques,... En savoir plus

Plaid est une solution financière dans le cloud qui aide les utilisateurs à établir une connexion entre les applications et les comptes bancaires pour accéder aux données bancaires. La plateforme permet d'authentifier les... En savoir plus

Tyke Invest is a SaaS platform for investors and startup founders. You can easily track your funds, investments, KPIs and more. You can raise your funding request, create a deal flow and invite your loyal customers and the... 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

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

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and... 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

SyndicationPro helps real estate sponsors raise capital faster and spend less time doing it. The platform enables sponsors to manage assets seamlessly on a centralized portal. SyndicationPro provides a powerful and easy-to-use... 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

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to... 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

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

FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity,... En savoir plus

AIM (Alternative Investment Management) est une solution cloud de CRM (Customer Relationship Management) destinée à aider les entreprises de toutes tailles à gérer les portefeuilles, les interactions, les transactions, les... En savoir plus

Orchestra is a cloud-based equity management platform that ensures your share registry and cap table are accurate and compliant including a full transaction history. It provides better visibility with a single source for your... En savoir plus

Agora is a SaaS company with a deep focus on Fintech and Proptech, that helps real estate firms run their business faster, with optimal operational efficiency, and make investors pleased and happy with their experience. Agora... En savoir plus

Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and the Covercy investor management platform. Covercy is the first management platform with integrated financial services for CRE investments. CRE... 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 analytiques... 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

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

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

Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage companies with API-integrated borrower on-boarding, KYC check, e-signature and data exchange... En savoir plus

Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digitize capitalization tables, projections, equity plans, and more. Capboard can increase equity visibility... 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

Quoroom 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 and... En savoir plus

Yardi Investment Manager is a complete platform for managing relations with current and prospective investors, tracking capital transactions and insights into investment metrics. A branded investor portal provides timely access... En savoir plus

OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks,... En savoir plus

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting and deep analysis. With Mosaic, you can easily consolidate data from ERP, CRM, HRIS, and Billing systems to provide a single source of truth across... En savoir plus

ARGUS Enterprise is a cloud-based commercial property valuation and asset management software. Combining three of our best solutions – Valuation DCF, Valuation Capitalisation and DYNA Asset Management into one solution, ARGUS... 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

U-Rite est une plateforme immobilière commerciale cloud conçue pour aider les courtiers immobiliers, les conseillers et les investisseurs à gérer la valorisation des biens immobiliers et la souscription d'assurance des locataires.... En savoir plus

Kushim est une suite tout-en-un de suivi des investissements conçue pour les entreprises de capital investissement et de capital-risque. De l'examen des transactions à la sortie, la suite de produits de Kushim vous aide à... 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

Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital raisers, communication and more. The application allows organizations to create custom forms to gather... En savoir plus

Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. Its API and products enable to aggregate financial data and documents, and to perform... En savoir plus

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks,... En savoir plus