Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
Equifund carefully evaluates each investment opportunity before presenting it to potential investors. Engaging in early-stage investing carries certain risks, so becoming a member allows you access to our unique educational resources and webinars that can enhance your understanding of investment fundamentals. This knowledge will empower you to better assess and analyze various opportunities. Equifund Crowd Funding Portal Inc. (Equifund CFP) is a registered crowdfunding portal with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. It serves as a platform facilitating seamless interactions between entrepreneurs and investors. Importantly, Equifund CFP does not provide investment advice nor does it endorse any specific buying, selling, or offering of the securities listed on its site. Additionally, it does not pay individuals for soliciting investments nor does it manage or control any investor funds or securities, ensuring transparency in all transactions. By connecting with Equifund, you embark on a journey to become a more informed investor.
Description
Opt for a comprehensive transfer agency solution that incorporates automated dealing and share registry functionalities tailored for global fund managers and administrators. This integrated transfer agency platform presents significant advantages for fund managers and administrators alike. Our user-friendly, adaptable portfolio and investment management system enables businesses to scale effortlessly, ensuring efficient handling of subscriptions, redemptions, distributions, and transfers, while maintaining an up-to-date investor register. The solution features a high degree of automation through the client Investor Portal and seamlessly integrates with external products such as Calastone, EMX, and World-Check. Furthermore, the generation of essential outputs, including dealing, valuation, transaction statements, and distribution notices, is fully automated. Additionally, all portfolio data and associated documents are synchronized in real-time or at specified intervals, enhancing operational efficiency and accuracy. By leveraging this advanced technology, global fund managers can streamline their processes and focus on strategic growth.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1500 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
Equifund
Country
United States
Website
equifund.com
Vendor Details
Company Name
Puritas
Founded
2006
Country
Jersey
Website
puritas.co.uk/purefunds/
Product Features
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management