Average Ratings 0 Ratings
Average Ratings 1 Rating
API Access
Has API
API Access
Has API
Integrations
Salesforce
4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
Cobalt
DealCloud
Intapp DealCloud
Integrations
Salesforce
4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
Cobalt
DealCloud
Intapp DealCloud
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