Alternatives to Rally

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

Create a portfolio diversified with as little as $1. Invest at your own pace in what you enjoy. Our intuitive portfolio builder allows you to easily discover and invest across a wide range of exciting assets. Our user-friendly platform lets you browse investment opportunities, make fractional investments, and track the performance of your portfolio in just a few easy steps. Add funds easily and explore investments tailored to meet your goals. Build your dream portfolio one investment at a time. Manage your investments on the move in one place. You can invest in more than just traditional stocks and bonds. You can invest in things you love like art, music and real estate. Diversify your portfolio by investing in your passions. SplitXchange is an established technology company that has a regulatory license for developing, deploying, and hosting digital assets. As a multiasset exchange, SplitXchange provides access to alternative investments assets, which powers our innovative split economy.

Elephants is an online platform for co-ownership that fractionalizes highly collectible, real-world luxury watches. It aims at democratizing access to this EUR79billion market asset class that was previously only available to a select few. Retail investors are looking to diversify their portfolios with luxury watches but are often unable to do so because of the high entry prices, authentication concerns and scarcity. We fractionalize iconic watches to allow investors to purchase shares without breaking the bank. All of our timepieces have been authenticated, insured and stored safely. Elephants is a data-driven, innovative tech company that revolutionizes the luxury watch market using cutting-edge technology. We are proud to have been the first web-based platform to focus on this market. Our passion for watches is only matched by our reliance upon quantitative analytics and data in order to identify the assets that have the greatest potential.

Sports collectibles combine passion and profit. This asset class has a long history with strong, stable, diversified, inflation-protected returns, as well as a healthy dose fun! Our selections include some of the most coveted and rarest sports collectibles, selected by experts for their historical and cultural importance and potential performance over time. Collectable provides a secure online platform that allows you to view investments, review due diligence materials and sign legal documents. You can also trade shares. Our market-leading platform allows anyone to invest by filing an offering circular with SEC. Our experts select the most valuable, rare, and exciting sports collectibles from all over the world. After a shareholder survey, a buyout offer can be accepted for all shares of an asset.

We source, verify, and acquire rare and unique assets. Each item is stored in secure locations such as a bonded warehouse to store wine or a safety deposit box for watches. We also take care of insurance. We create 'Fractions' that are linked to the asset. Each asset can contain hundreds to thousands of unique Fractions that can be traded, collected, and enjoyed. Fractions will be available for sale via our app. One user can purchase up 100 unique fractions per drop. Once you are ready, you can either sell your Fractions through any NFT marketplace or get your share of the proceeds once a buyout offer has been received and approved. We believe in opening up all opportunities, from education to assets. We are able to break down traditional barriers by creating an open, fair and accessible platform that allows for a fractional economy.

Roofstock was founded by pioneers in single-family rental. It has a team of top-notch technology and real estate professionals who are committed to a clear mission. Real estate investing made simple, affordable, and cost-effective. Roofstock is the world's most trusted real estate investment platform. Our mission is to make investment real estate ownership affordable, simple, and cost-effective. Our platform allows anyone, from first-time investors to global assets managers, to evaluate, buy and own residential investment properties from any part of the world. We have already closed over $4 billion in transactions since our launch and continue to disrupt this industry with our cutting-edge technology and innovations. Online marketplace for investors and portfolio sellers. Shares of fully managed investment properties can be fractional or whole ownership.

Fractional makes real estate investing easy, collaborative, and inclusive. You can bring your friends, or use our network to quickly propose, collaborate, & act on co-investment opportunities. This will save you 10x time and money. You can bring your friends along to search for investment properties together, or join the fractional network to receive investment opportunities from fellow investors. Learn from our community. Our customizable co-ownership legal contract and secondary marketplace offer investors more liquidity options as well as a framework for collaboration on decisions. Through our network of partners, we handle all aspects of property acquisition and administration, including incorporation, bank account opening, financing, closing, property management, as well as the associated paperwork. Fractional owners earn 40% more than REIT and crowdfunding investors due to significant tax benefits and real estate ownership with no annual fees.

Once you have chosen a property to invest in, we will assist you. We will take care of everything. The best real estate in the market is not generally accessible to individual investors. It requires large investments (typically in Crores), and must be funded with cash. Loans are not an option. It requires professional management and due diligence to reap the maximum returns. You are investing with a select group of people who share your common goal. You can rest assured that your interests will always be protected with Fracsn's well-defined governance system. Fracsn's platform stores all data so that you can have a smooth investment and sale experience. Digital First is supported by government and regulatory compliance.

Liquid Marketplace was born out of our passion for collecting items. We saw great opportunities for growth as the market matured. There was also a division. Collectors and die-hard collectors were often priced out due to rising prices. We wanted to change this as collectors first. We want high-value collectibles to be accessible to everyone who is interested in building their own collection. We want to create a level playing ground so that everyone can have something unique. We created a large-scale platform that allows people to buy and sell rare collectibles instantly via digitized tokens. You are not purchasing shares. You become a co-owner of the collectible when you buy a tokenized part of it on Liquid Marketplace. We want Liquid Marketplace be fun and exciting. Collectors can find rare items, have a piece of history and trade to build their ultimate collection.

Investors around the world can now buy into the US realty market for the first time through fully-compliant fractional tokenized ownership. Blockchain powered. Each property's ownership is distributed over a finite number representative tokens. Owners can receive rent revenue and vote on property decisions based on their token share. Legal entities cannot tokenize real estate, but it can be tokenized. Each property is owned by a company (either an Inc. or an LLC). Each company is tokenized with a unique set RealTokens and made readily available for purchase. RealToken owners have a property management company that manages each RealT property. The property management company finds tenants, collects rent, and handles repairs so that RealToken owners can focus on their core business.

Leave and license agreements with a lock-in period of three to five year are used to secure rental payments. Tenant-funded furnishings and fit-outs are paid by the tenant to ensure tenant-asset stickiness. A minimum of six months' security deposit is required to provide a buffer period for the lease of an asset in case of early termination. This is a unique investment that will diversify portfolios with traditional equity and debt instruments. Capital appreciation possibilities can be guided by micro-market selection through analysis of supply-demand dynamics. The yield of commercial grade A assets will be boosted by 15% increases in contractual rental rates every three years. These assets do not require any capital expenditure. Preleased assets are free from hidden or unanticipated expenses. Hard asset ownership offers downside protection when compared to other asset types.

Strata's vision is to make high-yield, Grade A commercial real estate easy, transparent, and seamless for all investors. This is possible through our fractional investment model and fully online investment experience. We also manage the end-to-end process. We use data and real-world experience to find the best opportunities. We manage the asset from acquisition through exit. Our investment process is transparent and includes detailed reporting. Investors enjoy a hands-off investment experience. Strata allows investors to invest online without the need for any paperwork. You can track your portfolio and invest from anywhere.

Assetmonk, an Alternative Real Estate Investment Platform, offers high-quality structured assets that provide assured returns to smart investors. Assetmonk, a platform that puts investors first, helps investors achieve their financial goals by focusing on what is important to them.

You can invest, sell, and manage fractional ownership of anything, from a small stake or 10% in a city condo, to managing your investor interest on our plug and play platform. The initial digitisation and fractionalisation, the initial offering to investors of those fractions, and the subsequent trading between investors of those fractions, all the way through to the final sale of those fractions. You can be a seller, buyer, lender, borrower, large company, or individual with limited capital. We also assist promoters, administrators, and companies with managing ownership of co-investments and crowdfunding. Fraction brings together all the necessary elements to help you reach your fractional ownership goals. We provide everything you need to create solutions for the trading and listing of asset-backed tokens.

Embed technology to improve transparency in deal discovery, deal evaluation, transaction and asset management. We offer end-to-end support to investors in identifying and leveraging knowledge and insights to make informed decisions.

View our luxury second-home listings. Tell us where you would like to live - we will use our market-leading intelligence and help you find the best path to second-home ownership. We coordinate escrow and closing coordination, as well as arranging for the legal entity formation. You and your co-owners will have 100% ownership at closing. We manage the property, lawn maintenance, repairs, and other aspects for the duration of your ownership. We coordinate all regulatory filings, including mortgage payments, insurance, property taxes, and insurance. You can now enjoy vacation-home living the way it was meant. Ember operates in top second home destinations, including Park City and the beaches of California. Ember owners share their monthly operating expenses pro rata. All expenses are passed at cost with no markup.

We are proud to offer India's most advanced digital ecosystem for Fractional Ownership in high-quality real estate assets. We provide a transparent and trustworthy platform that allows you to easily track and invest in the best assets across the country. You can build a diverse investment portfolio using a variety of products. All investment properties are sourced and screened by professionals with extensive domain experience and proven track records. You can trust us to provide you with peace of mind. Trustee managed Escrow Accounts. Legally vetted properties, third party valuations, corporate governance with investor oversight, and no hidden fees. India's first digital platform for Fractional Ownership. We put the customer at the heart of our design. A designated Relationship Manager will provide personalized support.

BRXS is a fractionalized platform for real estate investments. You can easily invest in rental properties and earn passive income from renting. Our platform allows everyone to learn about real estate and share their experiences with others. They can also discuss and discover new opportunities with each other, invest with their friends and gain valuable insights. The perfect balance of sustainability and social. This is just the beginning. We are working towards a future in which all aspects of real-estate investing are available to everyone.

Masterworks is the first platform to buy and sell shares that represent an investment in iconic artworks. Our industry-leading research team has created a diverse portfolio of iconic art works. Our proprietary data is used by our research team to determine which artist markets are most active. Our acquisitions team finds a good piece at a fair price and we buy it. After paying our fees, wait until we sell the painting before you receive your pro-rata proceeds. We use proprietary data to identify which artist markets are growing quickly and have the highest historical appreciation rates. You can access the database as a member to do your own research. Our acquisitions team identifies and selects the most valuable example to offer our members once we have determined which artist markets are worth valuing at auction.

No matter how wealthy you are, property is the largest asset class that anyone can invest in. Property investing is not only complicated but also involves large amounts of money. Property investing should be as easy as other assets. We don't have to comply with any SPVs as the asset is not ours. Property Due Diligence and Commercial Reports are provided by established empanelled third-party organisations. RealX platform uses PropChain's Private BlockChain Network to securely record all property ownerships and any claims made by our partner financial institutions. Fractional ownership refers to the co-ownership of a property or other asset by multiple unrelated parties.

Stock market, mutual funds and real estate prices are all different. A portfolio that includes rented offices reduces the effects of market meltdowns and economic shocks. Potential to act as an inflation hedge, since rents can adjust for inflation using pre-agreed increases in rentals. Fixed rentals and long-term office leases provide stable income streams. Yield Asset simplifies commercial property investing by giving members access to vetted opportunities in commercial real estate that have the potential to generate income. Our team has over 100 years of combined experience in real estate finance, development, and investment. To be the most trusted platform, offering asset-level transparency as well as ease of liquidity.

This is the First of its Kind Luxury Property Crowdfunding Platform. It allows users to secure fractional shares in luxury property at a fraction of their cost. This gives the buyer more freedom to use Titled Real Estate in multiple properties, and in multiple countries. All share ownership positions are valued and calculated based on vacation market trends. All Shareholders have the right to use the property, depending on how much they own. After the funds have been purchased through our secure platform, they are kept in escrow until the buyer receives their share agreement. Then, the relative US corporation is given to him/her by top US Fractional Attorney's who hold the ownership of the property.

All collectibles are insured and vaulted. We store and insure iconic collectibles in third party custodial vaults at no additional cost. We use the power of blockchain to mint physical collectibles and NFTs to facilitate low-cost, instant trading. Each token is broken down into fractions, which allows you to trade your favorite collectibles with any budget. Our 24/7 marketplace allows you to buy fractionalized assets instantly and also allows you to submit, fractionalize, and sell your own collectibles. We handle all the logistics, including vaulting, insuring, minting and shipping. All this at no cost to your wallet. We can help you create a fractional market or sell directly into existing asset markets. We will promote your Drop via social media channels and email blasts, as well as sending out notifications to our users.

Kingdom Trust is an independent custodian that specializes in innovative custody solutions for institutional and individual investors. Clients include Solo 401(k), Self-Directed IRA, Solo 401(k), holders, single-member LLCs and family offices, investment advisors, advisory firms, broker-dealers and private equity funds, sponsors, and other investment platforms (foreign or domestic). The firm's institutional pooled investor vehicle (PIV), custody offering offers a tailored solution for private equity and private debt, digital assets as well as venture capital and fund management. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution allows clients to meet SEC regulatory requirements. The firm offers investment opportunities in alternative assets such as digital currency, real property, precious metals, and private equity.

Lofty allows sellers to submit their property for sale. Based on factors such as occupancy status, condition, location and rental history, the property is approved or denied. A new LLC is formed to contract the property once it has been approved. The tokens of the LLC are then converted into individual tokens worth $50 on the Algorand Blockchain. A professional property inspector will inspect the property and prepare a report. If repairs are required, the seller will either make them before closing or credit the LLC. The property is available for sale on the Lofty marketplace. After the property has been fully funded, the LLC will close the Title Company on the property and the deed will transfer to the new LLC.

You are in complete control of your Equity Trust self-directed accounts. Our clients have access to all the technology and tools they need to invest in traditional and alternative investments. It's easier than ever to find the best investment opportunities for your self directed account. The Investment District is where you can browse and select from high-end platforms, providers, and providers in cryptocurrency and lending, precious metals and private equity/crowdfunding and turnkey realty asset classes. Take control of your financial future. You can create a portfolio that allows you to invest in traditional and alternative assets. This will allow you to reduce or eliminate taxes. Equity Trust offers individual accounts, small business plans, education and savings accounts. Access FAQs, in-person and online events, the Investor Insights Blog, client success stories, educational video and many other resources.

PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers.

Invest in the future that you believe in. Access highly-vetted investment opportunities for startups, real estate, games, and crypto. Private investments. Invest with professional investors and top venture capitalists. Join thousands of investors. Republic allows institutional and individual investors to invest between $100,000-$100,000. Republic is a platform that allows everyone to invest in startups. We allow anyone, not only wealthy accredited investors, to invest with as little as $10 and as high as $100,000 in highly vetted startups. Republic was created to open up equity investing to all, democratizing fundraising and allowing everyone to support the next unicorn company. Republic allows investments starting from $10, which is the lowest level in the industry, as part of our commitment towards broadening investor access. Every startup that raises money on Republic has its own minimum investment. This can be $25 or $100, depending on the case.

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.

TrustPad is a decentralized multichain crowdfunding platform that enables projects to raise capital and promises safety to early stage investors. To get priority access to promising projects, you can stake TrustPad tokens. Octane is a fully-decentralized and rewarding limit order platform that is managed by a network. By removing friction from the existing platforms, Octane aims to offer users a seamless experience with limit orders. Similar to play-to-earn models, users can execute and earn. This creates a sustainable trading ecosystem where traders can learn more about the transactions behind them and increase their market knowledge. Flourishing Capital AI makes crypto investment simple and smart by deep analysis of market data. Trade like an experienced investor. Binance is already integrated. The HUSL app allows musicians to create, curate and sell NFT collectibles directly to their fans.

SVX is a non-profit, diversified financial services company that creates impact for investors, funds, companies, and organizations. We provide insight and knowledge, design products and strategies, manage funds, and run a platform to raise impact capital and make impact investments. We work in all sectors that have the potential to make a significant impact, including climate, food and equity, community real estate, and health. SVX is a registered non-profit organization with the Securities Regulators as an Exempt Market Dealer. We have operations and partners in Canada as well as the USA and Mexico. SVX offers a range of services that enable impact for investors, organizations and funds. SVX has been supporting a variety of ecosystem actors and partners for more than ten (10) year to support a thriving sector of social innovation.

AppFolio Investment Manager is a cloud-based, all in one real estate investment management software. One-login, on-demand platform offers powerful and flexible tools to simplify fund and syndication management. Investors can access a self-service Investor Portal to view dashboards and access a robust CRM system. This will allow them to streamline fundraising and communicate better with investors. AppFolio Property's award-winning team created this portal. AppFolio Investor Portal provides investors easy access 24 hours a day to their dashboard that summarizes their investment position and asset information. It also includes their invested capital and distributed capital. Investors have 24/7 access to a summary listing their investment positions and their invested capital. Investors can access the AppFolio Investor portal to quickly find reports, tax forms and other shared documents, and securely sign agreements.

It is important to choose a reliable broker. Tiger Brokers is licensed in the United States, Singapore, as well as other countries. To ensure that client funds are protected, assets are kept separate in custody accounts. Investors can access securities, including equities and ETFs, options and futures on multiple global markets, including Nasdaq and New York Stock Exchange. A shares are also tradeable under the Shanghai-Hong Kong Stock Connect or Shenzhen Hong Kong Stock Connect programs. We have created a number of new functions, including Tiger Lab (for quantitative investing strategies), an abnormal stock fluctuations list and K-Line Comparisons. These functions may be useful for investors to track market movements.

Allows trading of many digital assets, including one or two blockchains. A powerful matching engine that runs behind a robust, scalable set of microservices. Intelligent adjustment is possible to support high frequency trading and significant load. Highly scalable architecture Regulated digital securities have untapped potential. They can change the economics of capital formation and unlock secondary liquidity and value to investors. INX Securities, LLC, an affiliated broker-dealer, aims to be the primary trading site for registered digital securities. This is where issuers can list and investors can trade digital securities safely. INX has created a transparent and regulated pathway for the public to participate in tokenization's potential success and to gain from the INX platform.

Fundraising through angel investors or funding groups. Over 1,000 companies have used EquityNet to raise capital. Start fundraising today by creating your profile. EquityNet is the largest marketplace to find private investment deals. Register today to access our patented screening tools and discover the best business investment opportunities. Create and publish your profile, including details about your business and funding requirements for Equitynet investors. To optimize your planning, you can use our patented business plan software and analysis software. View detailed investor profiles by location and type. You can also view investment amounts. EquityNet's free crowdfunding tools will help you improve your business planning, fundraising efforts, and more. EquityNet's Startup Risk Calculator & Valuation Calculator is free and can help you understand your business risks and estimate the value of your business.

Investor feedback and intelligence are of the utmost strategic importance. Data analysis can be used to gain this knowledge quickly and autonomously. To simplify your understanding of investor data, you can use NLP and machine-learning tools. With proprietary data, identify, target and build a long-term shareholder base. Transparent and collaborative solutions allow you to involve your board and top management. All investor feedbacks can be collected, categorized and analysed. Powerful data visualization tools make it easy to interpret investor expectations and perceptions. Facilitate the traceability and identification of investor data. Identify trends and issues within your investor base. You can get a complete profile of your investors to help you build a clear picture of your target market. Predictive analysis can help you improve your perceptions and differentiate your equity story.

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.

Any private equity firm can improve their GP-LP relationships as well as enhance the investor experience through simple, transparent and efficient processes. ShareSecure, the most trusted engagement platform for investor relations, is a seamless solution to these opportunities. This virtual data room allows GPs and LPs access to each other in a secure environment. Post data and investment material, share multimedia files like recorded webinars and video presentations to raise funds. Digital signatures can help accelerate investor engagements. You can also manage all important documents from draft to final, which ensures compliance and accuracy for investors. ShareSecure, a modern virtual data room, makes it easy to create, track, audit, and audit the materials that you want to share with your investors for a high-touch LP Portal experience. It is a powerful tool for investors to find the information they need, when and where they need it.

Your venture capital or private equity fund will have the tools they need to account for, administer, and report to investors. Fundwave's Fund Administration Software makes it easy to organize, allocate, and report. Plans that can be used by micro VCs, large funds, impact funds, SPV structures, and other types of investors. JCurve is a flexible workspace that can be used by investment teams and angel investors. It also works well for private equity fund houses and large venture capital firms. Your investors will love your custom branding, interactive dashboards and self-service options. Fundwave's investor portal allows you to share capital notices and reports seamlessly with your limited partners. There's a plan for everyone, from your first close to investors who span funds. Dealflow was designed to help you manage your deal flow and keep your eyes on the right investment opportunity.

With Morningstar, you can explore new opportunities, navigate market volatility and deliver exceptional client experiences. The gold standard for long-term investment information, Morningstar, will maximize client engagement. Morningstar investment intelligence enables you to conduct thoughtful investment analysis and communicate your insights with adaptable technology. With purpose-built indexes and portfolios, you can meet investors' needs. Morningstar can help you deliver personalized service at scale in a world where changing consumer expectations and modernization of experiences are key components of every business decision. Find new ways to engage clients, increase wallet share with clients, and maximize lifetime customer value for your practice. Morningstar can be your competitive advantage. With world-class investment information, you can build investments, analytics, and a story-telling platform.

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!"

We organize securities according to the amount and quality of information that companies provide. This helps create more efficient and informed financial markets. OTC Link®, ATS is our SEC-regulated Alternative Trading System that connects top U.S. broker/dealers to provide liquidity and execution services for securities traded on our markets. Companies can choose to be traded on Pink or OTCQX by default, or they can also qualify for the OTCQX and OTCQB markets. Corporate Service products offer companies solutions to better engage investors.

Our stock portfolio tracker makes tracking and analysis of all your investments easy. EquityStat is an easy-to-use investment portfolio application. It was created by investors for investors. EquityStat was founded on the old adage that "necessity, mother of invention". We discovered that the tools available to track, manage, and evaluate investments were not adequate. The brokerage firms' portfolio management tools were too complicated, did not have useful features, and were only geared towards buying and selling stocks. The Fortune 500 investment portfolio application was initially adequate, but over time, the useful features began to disappear. Other applications could only run on Windows computers, which meant that you could only access the portfolio management software from your computer.

Integrating transfer agency solutions with automated dealing and share register features to global fund managers and administrators. Global fund managers and administrators can benefit from an integrated transfer agency solution. Our intuitive, responsive, and fully integrated portfolio management platform allows for easy scaling of business with confidence. It facilitates the efficient processing of subscriptions redemptions and transfers as well as updating investor register. The client Investor Portal offers high levels of automation and integration with third-party products such as Calastone, EMX, and World-Check. All key output dealing, valuation, transaction statements and distribution advices are produced automatically. All portfolio information and documents can be synced immediately or as often as required.

Since 2016, Kore 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. Kore 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.

Rally is a joyous legal tool for lawyers and businesses. Automate. Collaborate. Sign. Organize. You can create sales agreements and other legal documents with advanced document automation and CRM integrations in just a few mouse clicks. You can send eSignatures in a matter of seconds. Using an automated data room, you can stay organized and avoid any confusion during due-diligence meetings with investors or acquirers. Global search makes it easy to find what you need in just a few clicks. Reduce email clutter, track document versions, and securely share information through a single source of truth. Our world-class Customer Success team, network law firms, as well as the Slack community, will provide you with the support you need. Legal work is made more enjoyable with a simple interface and helpful shortcuts.

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

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CQ Engage can help you educate, grow and mobilize your grassroots. CQ Engage is the #1 advocacy software that can help you build your movement. CQ's online advocacy software allows you to call for action and target Congress, state legislatures, and local municipalities. Your supporters can sign petitions, share stories and register to vote. CQ Engage is available for all types of organizations. You can see some of the organizations that have trusted Engage to mobilize their members and supporters. Engage to educate and rally your supporters by providing them with legislative resources, multiple grassroots calls for action, and social media activities. To keep your supporters informed about important news and legislation, create an action center and send personalized email messages. Our dashboards and dynamic reports can be used to improve your campaigns and to report back to stakeholders about performance.

We created this platform service based on our experience in crowdfunding to simplify the process of investing. All listed companies are open to investment and welcome others to join their growth. Birchal is today the largest investor community, with $65M raised via Equity crowdfunding for more than 100 startups and small businesses. Birchal allows brands and companies to profile their company to connect with potential stakeholders. Birchal was one of the first platforms that allowed everyday Australians to purchase shares directly in unlisted public and private companies.