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Average Ratings 0 Ratings
Description
Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.
Description
Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach.
Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Pricing Details
$600 per year
Free Trial
Free Version
Pricing Details
$199 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Captools
Country
United States
Website
www.captools.com
Vendor Details
Company Name
Zapflow
Founded
2016
Country
Finland
Website
www.zapflow.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