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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Velora serves as a comprehensive platform for nonprofit operations, seamlessly integrating top-tier fundraising, donor management, and fund accounting functionalities into a single cohesive suite, thus removing data silos and the need for manual reconciliations. This innovative platform combines three specialized tools: Raisely, which empowers nonprofits to create customizable fundraising initiatives like peer-to-peer campaigns, recurring donations, and ticketed events; Keela, which consolidates donor information while offering tools for engagement and retention to cultivate relationships and execute personalized communication strategies; and Aplos, a fund accounting system crafted specifically for nonprofit financial management, ensuring precise tracking and reporting of every dollar. By linking these tools, all donations and donor interactions are automatically synchronized across the systems, allowing organizations to keep accurate and updated records of contributions, fundraising efforts, and resource allocation. As a result, nonprofits can operate more efficiently and focus on their mission without the burden of manual data management.

Description

Enhance the efficiency, transparency, and integration of ESG and impact investing efforts with a dedicated ESG engagement tracker designed specifically for asset managers. Simplify the narrative-building process and showcase stewardship with minimal steps through a tailored solution that serves sustainable investing, investor relations, and compliance divisions. Eliminate the pitfalls of data silos and the drawbacks of using spreadsheets for tracking by centralizing both proprietary and third-party information to achieve quicker results. Relieve sustainable investing, investor relations, and compliance teams from the burden of complex reporting requirements. Streamline practices and approval processes to facilitate easy and efficient disclosures and reporting. This solution is ready for immediate implementation and can be customized to align with your specific workflows. As you scale your operations, leverage the only tracker built for asset managers to monitor individual engagement narratives and oversee the complete engagement lifecycle—covering everything from objectives to meetings and proxies, culminating in outcomes—all within a single platform. Generate reports based on portfolios, indicators, timeframes, and any pertinent data points that are crucial to your engagement assessments, ensuring compliance with regulatory mandates while demonstrating your commitment to responsible investing. Additionally, this tool fosters collaboration among teams, enhancing communication and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Affinity
Aplos
Box
Evernote
Keela
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Salesforce
Slack

Integrations

Affinity
Aplos
Box
Evernote
Keela
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Salesforce
Slack

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

Velora

Founded

2025

Country

United States

Website

www.joinvelora.com

Vendor Details

Company Name

Verity

Country

United States

Website

verityplatform.com/platform/verityesg/

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

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