Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Dynamic Planner
Engaged CRM
LivePreso
OX Securities
SuperCore
VideoSign
Virtual Cabinet
Integrations
Dynamic Planner
Engaged CRM
LivePreso
OX Securities
SuperCore
VideoSign
Virtual Cabinet
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1760/month/user
Free Trial
Free Version
Deployment
SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux
Deployment
SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux
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
Iress
Founded
1993
Country
Australia
Website
www.iress.com
Vendor Details
Company Name
FINARTIS
Founded
1986
Country
Switzerland
Website
www.finartis.com/iam-family-office/
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting 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
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
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