Best Investment Management Software for Preqin

At AlternativeSoft, we specialize in the professional management of a diverse range of securities, including stocks, bonds, and other financial assets. Our goal is to achieve specified investment objectives for institutional and private investors. Our clientele spans insurance companies, pension funds, corporations, charities, educational institutions, and individual investors, who can invest directly or through collective investment vehicles such as mutual funds or exchange-traded funds (ETFs). Our investment management services include comprehensive asset allocation, detailed financial statement analysis, strategic stock selection, and continuous monitoring of current investments. We offer a complete portfolio strategy and implementation service, ensuring that investment decisions align with our clients' unique risk tolerance, financial objectives, and investment timelines. Our main aim is to manage and enhance our clients' portfolios with maximum efficiency and effectiveness.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.