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Description
Streamline your investment process with an effortless online platform designed for private fund investing. Over 250 fund managers enhance their investor experiences using Passthrough. In an average of just twenty minutes, you can gather finished subscription and tax documents through a tailored workflow. The system intelligently maps beneficial owners, conducts automatic screenings against sanctions lists, and assists in determining which investors to accept into your fund. Allow us to handle the intricacies of investor onboarding efficiently, enabling you to concentrate on managing your firm. By ensuring that investors complete subscription documents swiftly, thoroughly, and accurately, we save you weeks or even months during the fundraising process. It serves as a centralized hub for you and your service providers to collaborate effectively. With more than 80% of Passthrough subscription documents being accurately filled out on the first attempt, your legal team won’t have to constantly pursue revisions and signatures. On average, it takes investors less than twenty minutes to finalize their initial investment via Passthrough, allowing for a quick and hassle-free experience. This efficiency not only benefits you but also significantly enhances the overall investor satisfaction.
Description
eVestment, a platform under Nasdaq, delivers comprehensive investment analytics, data, and insights regarding both public and private markets. It serves as a bridge for asset managers and general partners to connect with the institutional marketplace, while institutional investors and consultants depend on eVestment for effective manager due diligence, selection, and ongoing monitoring. By enhancing transparency and efficiency within the global institutional market, eVestment empowers managers, investors, and consultants to make informed, data-driven decisions, optimize their resources, and achieve superior outcomes. Across the globe, institutional investors such as public pension plans, corporate pensions, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations, and endowments utilize eVestment to screen over $78 trillion in assets under management, identifying managers that align with their specific investment goals. This extensive reach underscores eVestment's pivotal role in shaping investment strategies and fostering collaboration within the financial ecosystem.
API Access
Has API
API Access
Has API
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
Passthrough
Country
United States
Website
passthrough.com
Vendor Details
Company Name
Nasdaq
Founded
1971
Country
United States
Website
www.nasdaq.com/solutions/evestment
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
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
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