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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Discover your ultimate platform for establishing B2B partnerships. This integrated CRM, designed specifically for partnership management, features a built-in marketplace to enhance the speed of your partner program. You can easily invite prospective partners to a dedicated collaboration portal, allowing you to develop your partnership effectively or choose from a growing network of members. This cohesive system serves as a shared CRM, enabling immediate teamwork. Construct your strategy, communicate seamlessly, and share essential documents—all within a single platform that automatically logs and updates all activities. PartnerVerse streamlines the creation of partnerships, reducing the time it takes to achieve value and facilitating quicker activation of your collaborations. With our all-in-one portals, you gain complete visibility and foster swift cooperation with your partners. Engage in real-time collaboration, minimizing the need for excessive meetings and emails, ensuring greater convenience, and speeding up the partnership formation process. This is collaboration designed to elevate partnerships. If your role involves managing partnerships for your organization, this platform is tailored precisely for your needs, making it easier than ever to drive successful partnerships forward.

Description

SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Channext Yes 
Return Prime Yes 
Square POS Yes 

Integrations

Channext No 
Return Prime No 
Square POS No 

Pricing Details

$60 per month
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PartnerVerse

Country

United States

Website

partnerverse.online/

Vendor Details

Company Name

SS&C Technologies

Country

United States

Website

www.ssctech.com/solutions/products-a-to-z/total-return

Product Features

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 

Alternatives

Alternatives

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