Average Ratings 1 Rating

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features
design
support

Average Ratings 1 Rating

Description

Clinked is a cloud-based white label client portal that allows teams to share files and manage projects. Clinked's key features include search tool integrations, file sharing, task managing, task management and collaboration tools. Clinked can also be accessed via Android and iOS mobile apps.

Description

FinBursa serves as an advanced front-office solution tailored for global private markets, integrating customer relationship management, deal coordination, document processing, fundraising efforts, asset sales, and opportunity marketing into a cohesive, customizable environment, enhanced by embedded AI technology and a comprehensive deal database. This platform empowers firms in the private market sector to streamline their management of relationships, transactions, and documents within a single collaborative interface, eliminating the need for disparate systems. The AI features are designed to leverage the firm’s interconnected data and institutional framework, facilitating informed analysis and execution across various front-office processes. FinBursa is ideal for professional participants in private markets who require robust infrastructure and adaptable workflows that minimize fragmentation, safeguard institutional knowledge, and enable teams to operate with increased speed, consistency, and oversight, ultimately driving better outcomes in their business activities. By fostering an integrated approach, FinBursa not only enhances efficiency but also supports better strategic decision-making across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Desktop.com Yes 
Google Drive Yes 
Google Workspace Yes 
Josys Yes 
LinkedIn Yes 
Microsoft Outlook No 
Shift Yes 
Stackreaction Yes 
Wufoo Yes 
Zapier Yes 

Integrations

Desktop.com No 
Google Drive No 
Google Workspace No 
Josys No 
LinkedIn No 
Microsoft Outlook Yes 
Shift No 
Stackreaction No 
Wufoo No 
Zapier No 

Pricing Details

$599/month
Free Trial Yes 
Free Version Yes 

Pricing Details

Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clinked

Founded

2008

Country

United Kingdom

Website

www.clinked.com

Vendor Details

Company Name

FinBursa Technologies Ltd

Founded

2024

Country

New York, NY, United States; Dubai, United Arab Emirates

Website

finbursa.com

Product Features

Internal Communications

App Integration Yes 
Blogs No 
Chat/Messaging Yes 
Email Management No 
Employee Directory Yes 
Event Calendar Yes 
Newsletter Management No 
Photo Gallery No 
Social Sharing Yes 
Survey Management No 
Telephony No 
Video Chat No 
Voice Chat No 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Virtual Data Room

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

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Virtual Data Room

Anonymity Management No 
Audit Trail No 
Collaboration No 
Data Protection No 
Data Storage Management No 
Document Tagging No 
Due Diligence Management No 
Procurement Management No 
Project Management No 
Role-Based Permissions No 
Secure Preview No 

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FINARTIS