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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
Cobalt
DealCloud
Intapp DealCloud
Kite
Kushim
Navatar
Nucla
RingLead
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront
eVestment

Integrations

4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
Cobalt
DealCloud
Intapp DealCloud
Kite
Kushim
Navatar
Nucla
RingLead
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront
eVestment

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

PitchBook

Founded

2007

Country

United States

Website

pitchbook.com

Vendor Details

Company Name

Vestberry

Founded

2018

Country

Slovakia

Website

vestberry.com

Product Features

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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

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