Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AIM
Appfigures
Google Analytics
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Mixpanel
QuickBooks Online
Rambox
Salesforce
ShareSecure
Slack
Stripe
Xero
Zapier

Integrations

AIM
Appfigures
Google Analytics
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Mixpanel
QuickBooks Online
Rambox
Salesforce
ShareSecure
Slack
Stripe
Xero
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$79 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Altvia

Founded

2006

Country

United States

Website

altvia.com/platform/

Vendor Details

Company Name

Visible

Founded

2014

Country

United States

Website

visible.vc/

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Stakeholder Relationship Management

Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping

Alternatives

FolioSure Reviews

FolioSure

Acuity Knowledge Partners

Alternatives

FundPanel Reviews

FundPanel

Aduro Advisors
Backstop Reviews

Backstop

Backstop Solutions Group