| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
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 |
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 |
$2 Per User |
$9000 Per Year |
|
| Category Features | |||
| 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 | Per User | Flat Rate | |
| Support | Email, Phone, Knowledge Base | Email, Phone, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
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Self-Employed,
Small-Business,
Midsize-Business,
|
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