| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext |
WealthBlock is an investment management software designed to streamline the processes of managing portfolios, assets, and investor relations. With a focus on enhancing transparency and improving decision-making, WealthBlock enables investment firms and individual investors to track performance, analyze data, and manage assets efficiently. The software supports portfolio tracking, financial analyti... Read more about WealthBlock |
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| Free Trial |
NA |
NA |
|
| Starting Price |
$299 Per Month |
$9000 Per Year |
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| Category Features | |||
| Real Estate CRM Software | |||
| Referral Tracking | |||
| Commission Management | |||
| Contact Database | |||
| Lead Qualification | |||
| Contact Management | |||
| Campaign Management | |||
| Access Controls/Permissions | |||
| Client Management | |||
| Email Marketing | |||
| Pipeline Management | |||
| Lead Management | |||
| Activity Dashboard | |||
| Lead Nurturing | |||
| Interaction Tracking | |||
| Reporting/Analytics | |||
| Activity Tracking | |||
| Document Management | |||
| Appointment Management | |||
| Alerts/Notifications | |||
| Calendar Management | |||
| Lead Generation | |||
| Lead Distribution | |||
| Client/Property Matching | |||
| Task Management | |||
| Segmentation | |||
| Lead Capture | |||
| Email Tracking | |||
| For Real Estate | |||
| Property Database | |||
| Omnichannel Communications | |||
| Artificial Intelligence | |||
| Accreditation Management Software | |||
| Collaboration Tools | |||
| Requirements Management | |||
| Activity Dashboard | |||
| Third-Party Integrations | |||
| Compliance Management | |||
| Self Assessment | |||
| Workflow Management | |||
| For Higher Education | |||
| Reporting & Statistics | |||
| Alerts/Notifications | |||
| Access Controls/Permissions | |||
| Document Management | |||
| Document Review | |||
| Reviewer Portal | |||
| Audit Management | |||
| Artificial Intelligence | |||
| Commercial Real Estate Software | |||
| For Property Managers | |||
| Document Management | |||
| Portfolio Management | |||
| Reporting & Statistics | |||
| Alerts/Notifications | |||
| Cash Flow Analysis | |||
| Strategic Planning | |||
| CRM | |||
| Contact Management | |||
| For Investors & Traders | |||
| Accounting | |||
| Property Database | |||
| Commercial Property Management | |||
| Artificial Intelligence | |||
| Distribution Accounting Software | |||
| API | |||
| Bank Reconciliation | |||
| Billing & Invoicing | |||
| Budgeting/Forecasting | |||
| Expense Tracking | |||
| Financial Management | |||
| General Ledger | |||
| Income & Balance Sheet | |||
| Inventory Management | |||
| Inventory Tracking | |||
| Purchase Order Management | |||
| Dashboard | |||
| Cash Flow Management | |||
| 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 | |||
| Fund Accounting Software | |||
| Billing & Invoicing | |||
| Partnership Accounting | |||
| Income & Balance Sheet | |||
| Accounts Receivable | |||
| Expense Tracking | |||
| Financial Management | |||
| Bank Reconciliation | |||
| Donation Tracking | |||
| Payroll Management | |||
| Accounts Payable | |||
| Financial Reporting | |||
| Real-Time Reporting | |||
| Compliance Management | |||
| Purchasing & Receiving | |||
| Activity Dashboard | |||
| Budgeting/Forecasting | |||
| Donor Management | |||
| Artificial Intelligence | |||
| Fundraising Software | |||
| Registration Management | |||
| Pledge Management | |||
| Campaign Management | |||
| Membership Management | |||
| Receipt Management | |||
| Recurring Giving | |||
| Mobile Giving | |||
| Alumni Management | |||
| Contact Management | |||
| Volunteer Management | |||
| CRM | |||
| Reporting & Statistics | |||
| Event Management | |||
| For Nonprofits | |||
| 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 | |||
| Lease Management Software | |||
| Contact Management | |||
| Document Management | |||
| Maintenance Management | |||
| Residential Leases | |||
| Insurance Management | |||
| Property Management | |||
| Document Storage | |||
| Maintenance Scheduling | |||
| Retail Leases | |||
| Lease Origination | |||
| Reminders | |||
| Task Management | |||
| Accounting | |||
| Commercial Leases | |||
| Portfolio Management | |||
| Billing & Invoicing | |||
| Expense Tracking | |||
| Vendor Management | |||
| Tenant Management | |||
| Lease Tracking | |||
| Artificial Intelligence | |||
| Property Management Software | |||
| Accounting | |||
| Credit Check | |||
| Communication Management | |||
| Online Payments | |||
| Document Management | |||
| Work Order Management | |||
| Tenant Tracking | |||
| Tenant Portal | |||
| Tax Management | |||
| Rent Tracking | |||
| Rent Collection | |||
| Listing Management | |||
| Property Database | |||
| Artificial Intelligence | |||
| Real Estate Property Management Software | |||
| Insurance Management | |||
| Electronic Payments | |||
| Payment Processing | |||
| Credit Check | |||
| Lease Management | |||
| Rent Tracking | |||
| Residential Properties | |||
| Vacancy Management | |||
| Document Management | |||
| Task Management | |||
| Inspection Management | |||
| Tax Management | |||
| Work Order Management | |||
| Reminders | |||
| Contact Management | |||
| Billing & Invoicing | |||
| Communication Management | |||
| Contract/License Management | |||
| Tenant Portal | |||
| Listing Management | |||
| Artificial Intelligence | |||
| Real Estate Transaction Management Software | |||
| Electronic Signature | |||
| Contract/License Management | |||
| Accounting | |||
| Commission Management | |||
| File Sharing | |||
| Task Management | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, Mac, | Web-Based, | |
| Pricing Model | Flat Rate | Flat Rate | |
| Support | Email, Chat, Knowledge Base, FAQs/Forum | Email, Phone, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
|
Self-Employed,
Small-Business,
Midsize-Business,
|
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