Crowdsofts Overview

Crowdsofts is an investment management software that helps organizations manage investment portfolios, track investor relations, and optimize asset performance. This platform provides tools for tracking investments, analyzing portfolio returns, and managing investor communications, supporting efficient investment administration. Crowdsofts’ reporting features offer insights into fund performance, asset allocation, and investor trends, helping businesses make informed financial decisions. Integration with financial data and CRM systems ensures a cohesive view of investment performance and client engagement. Ideal for investment firms, asset managers, and venture capitalists, Crowdsofts enhances portfolio visibility, improves investor relations, and supports data-driven investment strategies.

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Contact Details

  • Vendor Name Crowdsofts
  • Founded 2020
  • Location Lithuania

Support

  • Email Email
  • Phone Phone

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Higher Education

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Crowdsofts Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Automated Decisioning/Underwriting
  • Arrow Icon Electronic Signature
  • Arrow Icon Customer Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Online Applications
  • Arrow Icon Payment Collection
  • Arrow Icon Loan Management
  • Arrow Icon Workflow Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

Crowdsofts Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

Crowdsofts FAQs

Crowdsofts is an investment management software that helps organizations manage investment portfolios, track investor relations, and optimize asset performance. This platform provides tools for tracking investments, analyzing portfolio returns, and managing investor communications, supporting efficient investment administration. Crowdsofts’ reporting features offer insights into fund performance, asset allocation, and investor trends, helping businesses make informed financial decisions. Integration with financial data and CRM systems ensures a cohesive view of investment performance and client engagement. Ideal for investment firms, asset managers, and venture capitalists, Crowdsofts enhances portfolio visibility, improves investor relations, and supports data-driven investment strategies.

  • No, Crowdsofts does not offer a free version.

  • Yes, Crowdsofts offers a free trial.

  • No, Credit Card details are not required for the Crowdsofts trial.

  • No, Crowdsofts does not offer an API.

  • Crowdsofts offers support with the following options:
    • Email , Phone

  • Crowdsofts supports the following languages:
    • English

  • Following are the typical users of the Crowdsofts:
    • Self-Employed , Small-Business , Midsize-Business

  • Crowdsofts supports the following deployment:
    • Cloud Hosted

  • Crowdsofts supports the following devices and operating systems:
    • Web-Based