Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FinBursa serves as an AI-driven platform tailored for professional entities in private markets, enabling small to mid-sized firms to manage their relationships, transactions, and fundraising efforts all in one central location, effectively replacing the need for CRMs, spreadsheets, shared drives, and makeshift data rooms.
The platform offers a comprehensive CRM feature that integrates a cohesive overview of investors, issuers, companies, and funds, while its Deal Management capabilities include AI-enhanced workflows, collaborative spaces, secure data rooms, and diligent tracking of due diligence processes. Furthermore, its Fundraising tools encompass a limited partner portal, collaborative spaces, and automated reporting features.
Each workflow is designed to integrate AI support, secure collaboration among multiple parties, and an institutional-grade document management system, ensuring a seamless user experience.
Exclusively available for institutional, qualified, and professional investors, FinBursa does not serve as a broker or advisor and refrains from providing investment advice. It operates on a subscription model, free from any success or transaction-related fees, making it a straightforward choice for professional market participants.
Description
Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
Integrations
Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
Pricing Details
$1700/month
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
FinBursa Technologies Ltd
Founded
2024
Country
United Arab Emirates
Website
www.finbursa.com
Vendor Details
Company Name
Satuit Technologies
Founded
1994
Country
United States
Website
www.tier1fin.com/satuit
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management