Alternatives to Amplify CRM

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

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.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

You may have noticed that some portals charge by the number or features you have in investor relations software. This includes the number of investors, funds, investors, users, accounts, and other things. PORTAL.BLACK has no limits and we do not place any artificial restrictions on you. We don't like being nickel-and-dime and we wouldn't do that to our valued customers. We have never lost clients, and none of our competitors in investor relations software can claim that. Our investor relations software features include unlimited users and unlimited bandwidth, unlimited storage, open source (you get source codes access), full API, on-premises, private clouds, and SaaS. PORTAL.BLACK can be customized to meet your needs and is more than a deal room. There are generally licensing fees, maintenance costs and implementation, training, integration support, hosting, administration, and support costs.

Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. You can customize your deal flow to make it easier to track deals and collaborate with external and internal stakeholders. You can also view your entire deal landscape from one place. Access all portfolio companies from one place. You can also collaborate on metrics data, milestones, and other details. All deal data is available from the moment it was sourced, evaluated, and invested in. All your investor relations, communication, and finances can be managed from one place. The system does not delete data. The entire deal activity is only archived or versioned.

To identify and track down key shareholders, you can search and identify them. Analyze market activity to see which market makers have the greatest gains and losses over time. You can examine the contributions of each institutional investor, including the number of shares they own and their total value. Sequire provides a tailored media plan that outlines goals, strategy, tactics, and measures. Sequire's network with over 5 million active investors allows us to target specific investors across display, email and social platforms. Our goal is to improve communication with shareholders and generate interest from like-minded investors. We monitor performance metrics and make continuous changes to improve reach with your target audience.

Your Strategy. One Platform. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy, Q4 Capital Connect has been created for the capital markets to engage and connect. Every touchpoint between investors and your website, earnings event, and other engagements flows directly into Q4 Capital Connect. The Engagement Analytics application unlocks the power of this data allowing you to correlate every insight, from ownership and stock price to measure and report on your strategic impact. Built on proprietary data, and an ever increasing portfolio of digital communication solutions, Q4 Capital Connect is a scalable platform that will continue to expand to an increasing number of applications for investor relations, as well as key workflows for investment banks and investors.

Investor CRM is a tool that allows you to manage your investor pipeline. Collaboration is built-in - you can work directly with advisors and mentors in your account. Instant pipeline visibility and fundraising efficiency. You can search a database that includes 21,000 VC funds, 100,000 angels, family offices and fund-of-funds as well as PE firms. It's the fastest way for you to build a list of target investors. You can create engaging newsletters with Investor Updates in just 15 minutes. Keep in touch with potential investors and current investors. Track views and duration - this is a strong indicator of interest. Explore the complete collection of 80+ startup documents, including term sheets and cap tables, pitch decks, financial model, NDAs, financial models, financial models, and more.

Manage your entire deal flow, including emails from founders. Use the Co-invest tool to invite your LPs into your investment. Benchmarking and monitoring your portfolio companies. Yardsitck can help you generate industry-leading insight and make better investments. You can stay informed and ahead of the curve with this information. Receive timely, standard reports from your portfolio. With a seamless feedback system, you can use insights to make informed decisions and stay in touch with founders. Manage your fund's activity and seamlessly onboard new investors. Documents such as NAV reports, audited accounts, tax statements and audited statements can be generated, maintained and managed.

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

Software solutions for investor portals technology that allows file sharing, collaboration, as well as investor relations for investment firms, GPs and fund managers, administrators, RIAs and LPs, banks, and other institutions. Software solutions for investor portals that allow you to share, collaborate and produce information. This is where you will find the best investor experience. IPP offers a secure, reliable, and user-friendly investor portal software solution. It also provides an investor relations reporting portal. At an affordable price, attract more capital and keep existing investors happy. Secure private equity and venture capital (PE/VC) investor portal software, website, solutions. InvestorPortaLPro (IPP), a portal for fund marketing, offers reporting solutions to help you raise more money, distribute documents online securely, and collaborate with investors. You can raise money faster and give investors a clear view of real-time data. IPP investor relations portals allow you to put your property and investment information online.

We help startups and investors to be more efficient through interaction, engagement, data insights, and engagement. Get comprehensive fundraising and investor relations assistance. Find new investors, engage with them, and close deals. Check out our resources and events if you are new to raising funds. Find the right investors and get on the radar for matching angels and VCs. Prepare for fundraising, create an impressive data room, and close deals. Learn how to create an investable startup, answer investor questions and fundraise with ease. Join monthly investor and startup events, gain access to fundraising resources, plus receive over $100K of credits. Our end-to-end platform for investor relations and our custom investor services help investors make data driven decisions and overcome cognitive biases. Work with your team to manage your pipeline, access deal flow & engage startups.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.

B2i Technologies offers the most powerful and flexible tools to manage your Investor Relations website, Corporate website, and email communications. Our Investor Relations Software solutions are automated and can be integrated into existing systems in just a few steps. Our solutions will help you not only stay compliant, but also save valuable time reporting on financial data and press releases to investors. B2i's Investor Relations Solution offers highly reliable and customizable data to corporate websites, including stock data, charting and SEC filings within SOX compliance. Our investor relations software displays real time data on your website without any additional work. Once you have completed all your filings and press releases, they are automatically uploaded to your website and formatted for ease of access.

Our prebuilt and customized models save investors time by focusing only on what matters. They also empower IR teams to effectively communicate their financial narrative. Use our interactive models for faster investment decisions & to understand what matters most for a company. We provide high-quality data segment-level with interactive charts, to take the pain away from financial modeling. Our platform is a comprehensive platform that includes integrated valuation and analysis tools. Stellar Fusion will empower your investor relations journey. Create your own financial narrative and share it with investors using our models. Learn about the key areas of focus and investor interest in your financial model. Shape your financial story to attract more investors and gain valuable insights. Save time by using our pre-built models, more effective and efficient analysis, and integrated DCF.

CommonSubDoc is the Future of Fund Management & Investor Relations. Our cloud-based SaaS solution with CRM capabilities, designed for fund managers, investment managers and fund administrators, is the ideal solution. Why Choose Us? Experience: We have years of experience working in the financial sector and understand the unique challenges that fund managers and investors face. Innovation: We invest continuously in technology to ensure that you have the latest features, and stay ahead of the market. Security is our top priority. Our platform uses robust security measures to protect your information. Customer Support: We have a dedicated team of support staff that is ready to help you at every step, ensuring an enjoyable and smooth user experience.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

Your online news center can be used to publish content. All multimedia content and news stories can be posted, hosted, and distributed from your corporate URL. It can be seamlessly integrated into your existing website. You can distribute published content directly to social media channels and traditional channels, which will enhance both SEO and search in mobile devices. Investor Relations hubs are preloaded with all the essential features of best-practice IR websites to allow public companies to meet financial disclosure and tell their corporate stories to expand audiences and followers. Our CMS is a proprietary system that provides automated financial reports, stock quotes, press releases, event calendars, email alerts, and other key components. Our award-winning software is used by leading companies to seamlessly integrate a branded IR site into their existing corporate website in minutes.

Reportedly allows you to share updates with your advisors, investors, and team. You can communicate with all your investors through one platform. You can see who is responding to your updates and reach out for assistance by using private and public status updates. With reminder emails, investor templates and image uploads, make your status updates as powerful as possible. You can share your company's history from the beginning - historical statuses, feedback from your team are automatically shared with all. All status reports from all companies you work with are available on one platform. Keep up-to-date with one chronological view of all your portfolio's status updates via the Reportedly feed. Share comments and like company updates to help others.

The best-in-class applications that provide a front-to-back investment experience that meets all your operational requirements across the enterprise. Eze Investment Suite is your one stop shop for a complete front-to-back investment experience in all asset classes. Eze Investment Suite's flexible and user-centered design allows your users to customize their views, workrooms and dashboards. It also standardizes easy-to-adopt workflows throughout your firm. Users can slice and dice data at any level, ensuring that they have the right information to make quick and accurate decisions. You can create your own investment ecosystem and achieve straight-through processing. Eze Investment Suite is open and vendor-neutral. It allows you to connect with any third-party platform, or internal system. Flexible APIs, paired with a large library of on-demand interfaces, allow you to integrate platforms or counterparties across your company.

Integrate your earnings calls, investor day, press releases, filings, as well as your IR website, to manage them all. You can access and switch between your IR websites, IR webcasts and IR website with a single login. You can enjoy a seamless IR communications experience that includes one-click reporting, interactive calendars, and actionable insights. Access to the Unison Ir Platform gives you access to all the information you need. You can upload your next earnings release, schedule a webcast, or view analytics for your IR website all from one place. You can access customer support directly from one central source. Integrated view of all IR activities, dynamically manipulated and displayed. One-click links to all events, and quick access to actionable reporting.

SeedRM is the most intuitive CRM tool for Institutional Investors, allowing them to manage relationships with Investment Managers. SeedRM is accessible from anywhere with internet access. The partnership leverages the expertise of Investment Manager Due Diligence Advisory Partners and partners with deep knowledge in Financial Markets. An unlimited number of licensed users can access and contribute to Investment Manager information, reports and attachments, thanks to the Salesforce.com platform. SeedRM allows users to manage relationships easily from any device they have access to, whether it is a desktop in the office or a mobile device.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Since 2016, KoreConX has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. KoreConX is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

Innovative digital tools and solutions for investor relations managers Our innovative IR products and services will digitalize investor relations and help you in your daily IR work. EQS IRCOCKPIT is the first platform that combines investor data, contact management and disclosure obligations, and news distribution into one tool. EQSIR COCKPIT was created to simplify the work of investor relations managers. It provides simple workflows, better results, and added value for investors. Respect mandatory publication requirements. The disclosure module makes it easier and more efficient to fulfill your disclosure obligations. Your financial news can reach a broad audience. EQS Newswire is a leader for the distribution of corporate press releases and corporate news. Simple, secure, and efficient worldwide. Simultaneous upload of news on your website, social media, or stock chart.

All your Compliance and Investor Relations needs covered by the cloud Our innovative software platform makes it easy to digitize and simplify your Investor Relations and Compliance processes. Digitize compliance workflows and keep all data in one place. Secure and efficient. Innovative IR products that digitize investor relations and improve efficiency in daily IR work. Our innovative products help you to digitize your compliance. Compliance COCKPIT: All compliance solutions in one place Compliance CoCKPIT brings together all the important compliance workflows into one platform. You can use our modules in any combination you choose. Innovative digital tools and solutions for investor relations managers. We digitize investor relations and support your daily IR work.

Poor user experience and fragmentation among technology platforms are hindering the private asset market. Vertalo connects the security token ecosystem using blockchain technology. It uses blockchain technology to bring investor management and cap tables into the 21st Century. Vertalo's platform enables new and established companies to simplify digital asset management and create liquidity. Vertalo's secure cap tables on-chain give investors and companies more control and flexibility when managing assets. Tokens can be created to fractionalize ownership, or to list and trade on an exchange. Vertalo makes it easy to instantly tokenize assets and distribute them to investor wallets. Vertalo's SEC registered transfer agent platform streamlines data security and protects the cap table. It uses a sophisticated set smart contracts to update entries based upon on-chain confirmations. Blockchain technology has opened up new opportunities in cybersecurity and business.

You can build and maintain relationships with the right investors so you can concentrate on what you do best, which is building your business. Irwin combines unique data sets to provide you with the complete picture. This allows for the most accurate and comprehensive monitoring of shareholder activity. Monitor changes in your shareholder base including retail, institutional, and activist positions. Irwin makes it easy to search for funds, institutions, and retail investment advisors. Irwin allows you to connect with a global network of qualified investors. Irwin's intuitive design makes it easy to manage your contacts. Our CRM function is simple to use and can help you improve your communication with investors and other stakeholders.

Our approach creates an immersive experience for analysts and investors, while significantly reducing the workload of issuers. Your investors will be engaged with the experience, from mind-blowing designs to data driven content strategy. All of our investor relations websites comply with ADA WCAG 2.1 AA and GDPR. They are also HTTPS secure and mobile responsive. The only proactive client service provider in the industry that is both 24/7 and 100% U.S.-based will be available to you. Equisolve's control environment is Type II audited. We support single sign-on (SAML), multi-factor authentication, and boast the most reliable and fastest global infrastructure of any IR website vendor. All IR websites are fully compliant with SEC regulations as well as exchange rules. This is the easy part. What sets us apart is our unique approach in content strategy and design.

ingage is a state of the art IR software solution that allows mobility. It enables low-cost, compliant and efficient engagement between listed companies and investors. Ingage is a cloud-hosted IT platform that is supported by a dedicated team made up of industry experts. Ingage is an electronic marketplace that allows investors and corporates to connect directly and arrange access quickly, efficiently, and at a very low cost. It also functions as a full-service CRM system and IR platform, with extensive record keeping and reporting. We provide all the human expertise, support and full service that you would expect. We also systemize as much of routine admin as possible to increase efficiency and decrease costs.

Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.

Your attendees will enjoy interactive experiences such as earnings, investor days, or webcasts. Your shareholders, analysts, retail investors, institutional investors, media, and the media can receive company updates through conference calls, webcasts and virtual events. Our team will help you organize a professional event. Teleconferencing allows you to take advantage of the flexibility and customization of operator assisted conference with the ease of automated entry. You'll have a dedicated service manager who will help you with logistics and execution. The platform is built for interactivity as well as security. Your company's investment story can be showcased through interactive experiences. We can help you create memorable experiences for your stakeholders, whether you choose to host a virtual or hybrid event that combines both online and in-person events.

We are industry leaders and have been working hard to improve our Virtual Shareholder Meeting platform. Online shareholder meetings allow you to provide the best experience for your attendees. You can live-stream audio or video and authenticate attendees. Validated shareholders can submit questions and vote for their shares. The Virtual Shareholder Meeting enhances the earnings call experience by allowing you and your shareholders to log in and authenticate each other. They can also vote and ask questions during the meeting. You can increase engagement by making it more convenient and secure. Secure shareholder meetings can be conducted virtually, allowing for more effective management and strengthening your relationships with your audience. Our innovative solutions simplify shareholder communications, automate processes, and increase brand awareness.

Partner with Nasdaq and learn how your company can maximize effectiveness and value of your IR Program using Nasdaq IR Insight’s integrated workflow solution. This tool is specifically designed for investor relations professionals. Your workflow is supported with tools and insights that can make a difference. Premium content and functionality. These are specifically selected from our partners and integrated to optimize the effectiveness of your IR program. Since its inception, IR Insight has evolved to improve your ROI. Understanding your ownership, targeting investors & contacts and preparing for roadshows and conferences are all possible with IR Insight. ConnectIR allows you to seamlessly communicate with and schedule meetings directly from Nasdaq IR Insight. You can use IR Insight from your mobile device as well as within Microsoft Outlook & Excel.

Our IR websites are fully branded and compatible for all smart devices. They are easy to use with built-in SEO features to increase ROI. Market Media Connect handles all SEC filings, stock information display, and you don't have to worry about it. Market Media Connect has a dedicated customer service department. Our customer service representatives are available to assist you 24 hours a day, seven days a week. Market Media Connect provides services that are a culmination of years of experience and hardwork. We understand your business needs and can help you get to the top with an integrated business plan. We create a unique and user-friendly investor relations site that will help you establish your brand identity and brand image. Market Media Connect is a leader in strategic marketing plans that guarantee sales or profit ratios.

Quaestor, an automated financial collaboration platform, helps founders and investors move faster together and make better, more forward-facing decisions. You can get the information you need quickly and easily. Quaestor makes it easy to collect key metrics from portfolio companies. It does this through data integrations, a user-friendly interface, and automated workflows. You and your founders will save time and have immediate insight into the performance of portfolio companies. You and your team will be able to quickly find what they are looking for, whenever they need it. You can say goodbye to legacy software, siloed spreadsheets and personal inboxes. Access company data across your portfolio, including financial metrics and investment details, and collaborate with your team and founders in real-time.

No upfront implementation fees and a transformation of your client experience. Our implementation costs are spread over the term of your contract so that you can provide the experience that your clients want today. Our clients receive value quickly by ensuring rapid deployment. Our in-house project team and customer success team will ensure your platform is up in no time. We offer consulting and professional services for clients who require a highly customized deployment. We can help you with everything, from custom workflow design to software creation. We offer easy client onboarding, online data room for your funds, simplified document management, and eSignature. A rich Investor portal also offers a feature-rich Investor Portal. Online capital raising can reduce your time, cut down on costs, and give your clients a great experience. Integrated data rooms make it easy for clients to see your offerings and learn more about you.

Investors will be able to easily access financial information, ESG initiatives, and events. This will improve transparency and accessibility. You'll have all the support and resources you need with a dedicated website manager and 24/7 customer service. Your stakeholders will enjoy a digital experience that is exceptional. Choose from our extensive selection of engaging layouts. You can also customize your IR website to match your corporate website or have it designed by us. We make it simple. You can choose from one of our templates to customize it to suit your needs or you can work with our design team to create a completely customized website. All options are responsive and mobile-friendly, ensuring seamless visitor experiences.

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

Ledgex Pro, the first platform for multiasset allocators, allows you to directly challenge data quality concerns in our space. This increases timeliness and accuracy as well as confidence throughout your investment office. Before releasing data to the rest, enter and stage data. You will have full transparency about the data's quality, revisions and approvals. You have more control over your data with less effort. Performance over custom groups and portfolios, insight into the source, age, and current analytics as each number is entered and approved by Mission Control. Accounting is fundamental to the investment office. We created a foundational system that automatically generates ledger entries, reconciles and approves each transaction once it has been approved by Mission Control. Double-entry should not require double-typing.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

Our CRM software for financial advisors helps you build deeper client relationships. Equisoft/connect, formerly Kronos Finance, is a web-based CRM system that was specifically designed for financial advisors. It allows you to centralize all information about your clients' investments and insurance. It's also a powerful productivity, sales, compliance, and marketing tool. Spend less time searching for client data and more time interacting with clients and prospects. Equisoft/connect allows you to access the information of your clients in one application. This means you don't have to switch between multiple systems to track their data. Equisoft/connect allows you to view and send emails to your clients, manage appointments, and track documents.