| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
Foundersuite is a comprehensive investment management software tailored for startups, investors, and venture capital firms. The platform offers a suite of tools including fundraising management, investor relations, deal tracking, and portfolio management. With Foundersuite, entrepreneurs can create and manage investor lists, track interactions, and streamline the fundraising process. Investors and... Read more about Foundersuite |
AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for managing client relationships and investment portfolios. Key features include detailed client profiles, portfolio manag... Read more about AdvisorEngine CRM |
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| Free Trial |
Available |
NA |
|
| Starting Price |
$62 Per Month |
$65 Per Month |
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| Category Features | |||
| Financial CRM Software | |||
| Expense Tracking | |||
| Forecasting | |||
| Template Management | |||
| Relationship Tracking | |||
| Interaction Tracking | |||
| Access Controls/Permissions | |||
| Activity Tracking | |||
| Client Management | |||
| Collaboration Tools | |||
| Sales Reports | |||
| Email Management | |||
| CRM | |||
| Search/Filter | |||
| Email Marketing | |||
| Task Management | |||
| Document Management | |||
| Lead Management | |||
| Calendar Management | |||
| Customer Database | |||
| Campaign Management | |||
| Marketing Automation | |||
| Activity Dashboard | |||
| Territory Management | |||
| Contact Management | |||
| Pipeline Management | |||
| Lead Capture | |||
| For Financial Institutions | |||
| Financial Management | |||
| Artificial Intelligence | |||
| Investment Management Software | |||
| Accounting | |||
| Alerts/Notifications | |||
| Financial Analysis | |||
| Visual Analytics | |||
| For Investors & Traders | |||
| For Investment Advisors | |||
| Risk Management | |||
| Modeling & Simulation | |||
| Portfolio Management | |||
| Performance Metrics | |||
| Compliance Tracking | |||
| Bonds/Stocks | |||
| Mobile Access | |||
| Commodity Futures | |||
| Portfolio Rebalancing | |||
| Fund Management | |||
| Client Portal | |||
| Benchmarking | |||
| Client Management | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, | Web-Based, iPhone, Android, | |
| Pricing Model | Flat Rate | Per User | |
| Support | Chat | 24x7 Support, Chat | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
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Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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