Verivest Manager Portal Overview

Verivest Manager Portal is a comprehensive investment management software designed to help fund managers, private equity firms, and venture capitalists manage their investments, portfolios, and client relationships more effectively. The platform provides a centralized hub for tracking investment performance, managing investor communications, and reporting on financial metrics. Verivest allows fund managers to access real-time data on portfolio companies, including valuations, cash flows, and key performance indicators. The software also streamlines the process of generating investor reports, ensuring that stakeholders are always up to date on the status of their investments. Verivest’s secure document management system allows managers to share important documents and communications with investors securely, facilitating transparency and trust. The platform integrates with accounting systems, making financial reporting and tax filing more efficient. By providing detailed analytics, performance tracking, and secure communication tools, Verivest helps investment managers optimize their operations, improve decision-making, and enhance investor relations.

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Contact Details

  • Vendor Name Verivest
  • Founded
  • Location United States

Support

    NA


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

Commercial Real Estate

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Verivest Manager Portal Features

  • 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

Verivest Manager Portal Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Verivest Manager Portal FAQs

Verivest Manager Portal is a comprehensive investment management software designed to help fund managers, private equity firms, and venture capitalists manage their investments, portfolios, and client relationships more effectively. The platform provides a centralized hub for tracking investment performance, managing investor communications, and reporting on financial metrics. Verivest allows fund managers to access real-time data on portfolio companies, including valuations, cash flows, and key performance indicators. The software also streamlines the process of generating investor reports, ensuring that stakeholders are always up to date on the status of their investments. Verivest’s secure document management system allows managers to share important documents and communications with investors securely, facilitating transparency and trust. The platform integrates with accounting systems, making financial reporting and tax filing more efficient. By providing detailed analytics, performance tracking, and secure communication tools, Verivest helps investment managers optimize their operations, improve decision-making, and enhance investor relations.

  • No, Verivest Manager Portal does not offer a free version.

  • Yes, Verivest Manager Portal offers a free trial.

  • No, Credit Card details are not required for the Verivest Manager Portal trial.

  • No, Verivest Manager Portal does not offer an API.

  • Verivest Manager Portal supports the following languages:
    • English

  • Following are the typical users of the Verivest Manager Portal:
    • Self-Employed , Small-Business , Midsize-Business

  • Verivest Manager Portal supports the following deployment:
    • Cloud Hosted

  • Verivest Manager Portal supports the following devices and operating systems:
    • Web-Based