91 de produtos

VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment... Saiba mais

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FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net... Saiba mais

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AIM

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... Saiba mais

AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In... Saiba mais

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... Saiba mais