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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Box
Docusign
Dropbox
Dropbox Sign
Google Drive
Microsoft OneDrive
Salesforce

Integrations

Amazon Web Services (AWS)
Box
Docusign
Dropbox
Dropbox Sign
Google Drive
Microsoft OneDrive
Salesforce

Pricing Details

$299/month
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

CapLinked

Founded

2010

Country

United States

Website

www.caplinked.com

Vendor Details

Company Name

FundFormer

Founded

2017

Country

United States

Website

www.fundformer.com

Product Features

Digital Rights Management

Access Revocation
Audio / Video Protection
Distribution Management
Expiration Management
Image Protection
License Management
Location Control
PDF Protection
Software Application Protection
Subscription Management
Usage Tracking / Analytics
Watermarking

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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