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Investment Management Software
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In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.
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Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.
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WOWS Invest is a ultimate all-in-one online platform that effectively connects startups, VCs, angel investors, and corporates in Southeast Asia, empowering them to raise funds, enhance deal flow, and successfully close more deals.
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Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.
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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.
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Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform.
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Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today!
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Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.
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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.
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IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.
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StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes.
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Vestd is an equity management platform that helps businesses manage share schemes. The FCA-regulated software enables businesses to manage shares and options in real-time and track live cap tables. The solution offers direct integration with Companies House.
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Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.
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MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more
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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.
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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.
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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.
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Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.
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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades and downgrades to portfolios.
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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
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Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.
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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.
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Tyke is a cloud-based platform that lets investors and startup founders invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard. Teams can easily track funds and manage deal flows.
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