Anlagenverwaltung Software

eFront ist eine cloudbasierte Lösung, die Unternehmen bei der Verwaltung von Investitionsvorgängen durch Berichterstattung, Buchhaltung, Fondsverwaltung und Anlagenverwaltung unterstützt. Zu den wichtigsten Funktionen gehören... Mehr erfahren

VestServe ist eine cloudbasierte und On-Premise verfügbare Investment-Management-Lösung, die Banken, Versicherungsgesellschaften und Stiftungen aller Größenordnungen bei der Verwaltung von Fonds und Kreditrisiken unterstützt. Zu... Mehr erfahren

Prospero 365 ist eine cloudbasierte Risikomanagement-Lösung, die mittlere bis große Privatbanken und Finanzinstitute bei der Planung, Verwaltung und Verfolgung der Anlageziele ihrer Kunden unterstützt. Zu den Hauptfunktionen... Mehr erfahren

EquityEffect ist eine cloudbasierte Aktienmanagementlösung, mit der Anwaltskanzleien, Investoren und Finanzinstitute jeder Größe Aktien mithilfe von Cap-Tabellen und Was-wäre-wenn-Analysen überwachen, verwalten und organisieren... Mehr erfahren

FundCount ist eine integrierte Buchhaltungs- und Investment-Management-Lösung, die kleine bis große Unternehmen dabei unterstützt, Investitionen über Portfolios hinweg zu verfolgen, zu analysieren und darüber zu berichten.... Mehr erfahren

Crowdsofts ist eine White Label-Crowdfunding-Lösung für Start-ups und gemeinnützige Organisationen. Die cloudbasierte Plattform bietet Vorteile wie Workflow-Automatisierung, leistungsstarke Analysen, Backoffice-Management und... Mehr erfahren

FolioSure ist eine cloudbasierte Lösung, mit der Unternehmen, die Im Bereich PE (Private Equity) und VC (Venture Capital) tätig sind, die Performance von Anlageunternehmen verfolgen und analysieren können. Mit der integrierten... Mehr erfahren

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... Mehr erfahren

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,... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

Backstop ist ein cloudbasiertes Anwendungspaket, das kleinen bis großen Unternehmen, die im Bereich institutioneller Anlagen tätig sind, helfen soll. Die Suite bietet verschiedene Lösungen zur Verwaltung von Kundenbeziehungen,... Mehr erfahren

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... Mehr erfahren

AlternativeSoft ist eine Finanzrisikomanagementsoftware, die Allokatoren, Beratern, Fondsmanagern und Drittanbieter-Fondsvermarktern bei der Erstellung von Portfolios und der Verwaltung von Asset-Auswahlprozessen hilft.... Mehr erfahren

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... Mehr erfahren

Dynamo ist eine cloudbasierte Lösung, die institutionelle Investoren und alternative Vermögensverwalter dabei unterstützt, Beziehungen zu Investoren durch die Einreichungen von Compliance-Dokumenten, die Abbildung von... Mehr erfahren

Alternative Investment Management (AIM) ist eine cloudbasierte Private-Equity-CRM-Lösung, die Unternehmen jeder Größe bei der Verwaltung von Portfolios, Interaktionen, Geschäften, Kapitalbeschaffung und Compliance unterstützt.... Mehr erfahren

HedgeGuard ist eine Portfolioverwaltungslösung, die Unternehmen helfen soll, die mit Hedge-Fonds, Vermögensverwaltung, Family Offices und Krypto-Fonds zu tun haben. Das Tool ermöglicht den Nutzern, konfigurierbare Analysen,... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

U-Rite ist eine cloudbasierte kommerzielle Immobilienplattform, die Makler, Berater und Investoren bei der Verwaltung von Immobilienbewertungen und der Versicherung von Mietern unterstützt. Die Lösung lässt sich in Microsoft... Mehr erfahren

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... Mehr erfahren

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,... Mehr erfahren

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... Mehr erfahren

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. Mehr erfahren

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,... Mehr erfahren

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,... Mehr erfahren

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... Mehr erfahren

Eze Investment Suite ist eine cloudbasierte Lösung, die Unternehmen jeder Größe dabei unterstützt, den gesamten Investitionslebenszyklus von der Beschaffung bis zum Gewinnmanagement, dem Verkauf und der Rendite zu verwalten. Die... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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... Mehr erfahren

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.... Mehr erfahren