Average Ratings 0 Ratings
Average Ratings 1 Rating
API Access
Has API
API Access
Has API
Integrations
Docusign
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Zoom
Integrations
Docusign
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Zoom
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
TheInvestorNet
Country
United States
Website
www.theinvestornet.com/features.html
Vendor Details
Company Name
Totem VC
Country
United States
Website
totemvc.com
Product Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
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
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection