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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
Cobalt
DealCloud
Intapp DealCloud
Kite
Kushim
Navatar
Nucla
RingLead
Seismic
TFS Manager for Dynamics CRM
eFront
eVestment

Integrations

Salesforce
4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
Cobalt
DealCloud
Intapp DealCloud
Kite
Kushim
Navatar
Nucla
RingLead
Seismic
TFS Manager for Dynamics CRM
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

InvestorFlow

Founded

2009

Country

United States

Website

www.investorflow.com

Vendor Details

Company Name

PitchBook

Founded

2007

Country

United States

Website

pitchbook.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

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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