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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

ActiveCampaign
Agile CRM
Copper
Docusign
Google Contacts
Google Forms
Google Tasks
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
Mindflow
Ncontracts
Pipedrive
Podio
Salesforce
Streak

Integrations

ActiveCampaign
Agile CRM
Copper
Docusign
Google Contacts
Google Forms
Google Tasks
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
Mindflow
Ncontracts
Pipedrive
Podio
Salesforce
Streak

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Archer

Founded

2000

Country

United States

Website

www.archerims.com

Vendor Details

Company Name

Sensr Portal

Founded

2015

Country

Canada

Website

www.sensrsolutions.com

Product Features

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

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

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

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