| 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 |
Orchestra is a sophisticated investment management software designed for asset managers and investment firms looking to optimize their portfolio management processes. This platform offers robust tools for portfolio management, performance tracking, compliance reporting, and risk assessment, ensuring users can make informed investment decisions. With an intuitive interface, portfolio managers can e... Read more about Orchestra |
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| Free Trial |
Available |
NA |
|
| Starting Price |
$62 Per Month |
$2 Per User |
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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 | |||
| Entity Management Software | |||
| Due Date Tracking | |||
| Corporate Structure Management | |||
| Audit Management | |||
| Access Controls/Permissions | |||
| Registered Agent Services Integration | |||
| Electronic Signature | |||
| Built-In Database | |||
| Calendar Management | |||
| Financial Records Tracking | |||
| Entity Data Management | |||
| Alerts/Notifications | |||
| Electronic Filing | |||
| Compliance Management | |||
| Document Management | |||
| Approval Process Control | |||
| Reporting/Analytics | |||
| Deadline Management | |||
| Third-Party Integrations | |||
| Ownership Tracking | |||
| Subsidiary Governance | |||
| Artificial Intelligence | |||
| Equity Management Software | |||
| Vesting Management | |||
| Cap Table Management | |||
| Reporting & Statistics | |||
| Document Storage | |||
| Financial Modeling | |||
| Valuation Management | |||
| Private Equity | |||
| Deal Management | |||
| Public Equity | |||
| Client Portal | |||
| CRM | |||
| Compliance Management | |||
| Portfolio Management | |||
| Investor Reporting | |||
| 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 | |||
| Legal Document Management Software | |||
| Electronic Signature | |||
| Document Storage | |||
| For Legal Professionals | |||
| Document Generation | |||
| Document Capture | |||
| Full Text Search | |||
| Archiving & Retention | |||
| Version Control | |||
| Access Controls/Permissions | |||
| Document Classification | |||
| Document Management | |||
| Compliance Management | |||
| Collaboration Tools | |||
| Contract/License Management | |||
| Optical Character Recognition | |||
| Case Management | |||
| Secure Data Storage | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, | Web-Based, | |
| Pricing Model | Flat Rate | Per User | |
| Support | Chat | Email, Phone, Knowledge Base | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
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Self-Employed,
Small-Business,
Midsize-Business,
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