Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.
Description
SimCorp One is a next-generation investment management platform that integrates portfolio management, accounting, client communications, and regulatory reporting into one seamless system. Designed with over 50 years of industry expertise, it offers asset managers a clear view across both public and private investments through a single data source. Its real-time analytics and flexible architecture support business growth, regulatory compliance, and digital transformation. Whether you’re launching new funds, optimizing workflows, or entering new markets, SimCorp One delivers operational clarity and strategic agility at scale.
API Access
Has API
API Access
Has API
Integrations
Accelex
Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Integrations
Accelex
Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Pricing Details
No price information available.
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
Juniper Square
Founded
2014
Country
United States
Website
www.junipersquare.com
Vendor Details
Company Name
SimCorp
Founded
1971
Country
Denmark
Website
www.simcorp.com/solutions/simcorp-one
Product Features
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
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
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
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