DealCloud Description
Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination.
We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.
Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
DealCloud
Year Founded:
2010
Headquarters:
United States
Website:
www.dealcloud.com
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- Unlimited Calling, Faxing, SMS, Conferencing.
Product Details
Platforms
Windows
Mac
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
24/7 Live Support
DealCloud Features and Options
Investment Management Software
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
Workflow Management Software
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
CRM Software
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Management Software
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Sourcing Software
Auction Management
Budget Management
Collaboration
Global Sourcing Management
Rfx Management
Spend Management
Supplier Management
Supplier Qualification
Supplier Risk Management
Supplier Web Portal
Template Management
Database Software
Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization
Business Performance Management Software
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Reporting Software
"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
Sales Enablement Software
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Forecasting Software
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis