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Description

Nth Round serves as a holistic equity management solution tailored for businesses across various stages and sizes. It allows you to oversee equity, engage with shareholders, and promote liquidity within a secure, integrated platform. Enhance the shareholder experience by delivering customized reports and communications that resonate. Gain a comprehensive understanding of your equity by monitoring ownership, regulating access, and issuing digital assets such as shares or units. When the time is right, offer a discreet trading environment accessible around the clock for your shareholders and any prospective investors you wish to bring on board. Differentiate yourself with a contemporary, mobile-responsive digital experience designed for shareholder convenience. Securely onboard new investors using digital subscription agreements alongside safely hosted financial documents. Tackle complex regulations while effectively managing shareholder information through streamlined processes. Additionally, facilitate equity management and shareholder engagement through group emails, company announcements, and interactive mapping — all centralized in one secure platform, ensuring a seamless experience for all users. This comprehensive approach not only simplifies equity management but also strengthens relationships with stakeholders.

Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1500/month
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

Nth Round

Country

United States

Website

NthRound.com

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

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

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio 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

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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