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Average Ratings 0 Ratings
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
API Access
Has API
Integrations
Channext
Return Prime
Square POS
Pricing Details
$60 per month
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
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
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