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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments. Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts. The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio. Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending. Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services. Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management. A free plan is available, allowing users to explore the tool without the need for a credit card.

Description

RAISE is a comprehensive, cloud-based software solution designed for alternative investment firms such as those in private equity, venture capital, real estate, and private credit, effectively integrating fund administration, investor management, portfolio oversight, compliance risk evaluation, and reporting into one cohesive platform. This innovative tool streamlines end-to-end processes throughout the entire fund lifecycle, encompassing activities from investor onboarding and capital calls to distributions and NAV calculations, while also facilitating real-time performance monitoring and in-depth analytics, which minimizes manual intervention and boosts operational productivity. Users benefit from dynamic dashboards that offer immediate insights into fund performance and investor engagement, alongside customizable reporting options and a scalable framework that prioritizes data security and global accessibility from any device. Additionally, RAISE features a secure investor portal equipped with integrated communication capabilities, document sharing functionalities, task management tools, and tailored dashboards to foster transparency and enhance the user experience. This robust suite of features empowers firms to operate more efficiently and effectively in an increasingly competitive investment landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Reader No 
Microsoft Excel No 
Plaid Yes 

Integrations

Adobe Acrobat Reader Yes 
Microsoft Excel Yes 
Plaid No 

Pricing Details

$25/month
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.

Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.

Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.

Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PSVTracker

Founded

2023

Country

United States

Website

psvtracker.com

Vendor Details

Company Name

RAISE Technologies

Founded

2016

Country

Singapore

Website

www.raiselp.com

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities Yes 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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Alternatives

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