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features
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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Amazon Web Services (AWS)
Backstop
DealCloud
Docusign
Intapp DealCloud
Kite
Kushim
Navatar
Nucla
RingLead
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront
eVestment

Integrations

4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Amazon Web Services (AWS)
Backstop
DealCloud
Docusign
Intapp DealCloud
Kite
Kushim
Navatar
Nucla
RingLead
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront
eVestment

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

FundFormer

Founded

2017

Country

United States

Website

www.fundformer.com

Vendor Details

Company Name

PitchBook

Founded

2007

Country

United States

Website

pitchbook.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

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

Product Features

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

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

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