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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience a comprehensive cloud solution tailored for all your Compliance and Investor Relations requirements. Our cutting-edge software platform streamlines and digitizes your Compliance and Investor Relations processes, allowing for seamless management of your compliance workflows and centralized storage of all relevant data. With a focus on security and efficiency, we transform your Investor Relations through advanced IR products, enhancing the productivity of your daily tasks. Our suite of innovative tools is designed specifically for compliance managers, ensuring that your compliance efforts are effectively supported. The Compliance COCKPIT consolidates all your compliance solutions into one convenient location, integrating essential workflows within a single platform. You have the flexibility to utilize our powerful modules independently or in tandem, based on your specific needs. Additionally, our forward-thinking digital solutions cater to the needs of investor relations managers, improving the effectiveness of your IR operations. By digitizing both compliance and investor relations, we empower you to excel in your daily responsibilities and meet the evolving demands of your industry.

Description

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Docusign
Dropbox Sign

Integrations

Amazon Web Services (AWS)
Docusign
Dropbox Sign

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

EQS Group

Founded

2000

Country

Germany

Website

www.eqs.com

Vendor Details

Company Name

FundFormer

Founded

2017

Country

United States

Website

www.fundformer.com

Product Features

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

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

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

Alternatives

Alternatives

Backstop Reviews

Backstop

Backstop Solutions Group
EQS IR COCKPIT Reviews

EQS IR COCKPIT

EQS Group
Anduin Fund Subscription Reviews

Anduin Fund Subscription

Anduin Transactions