Alternatives to Sensr Portal

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

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.

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.

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.

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.

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.

ARGUS Taliance, a robust real-estate fund and alternative investment software, allows real estate companies to manage the performance and investments of real estate funds and real estate investment trusts. ARGUS Taliance allows you to model complex investment structures, run scenario tests to assess the impact on market or ownership changes, calculate distribution falls, and provide detailed reporting to investors and stakeholders. It can be difficult to create a multi-tiered investment scheme with unique calculations and reporting outputs due to the complexity of global real property investments and various funding sources. ARGUS Taliance allows you to model a portfolio of real estate funds using an interactive interface. You can also view your investment structure over time with an interactive interface. You can drill down into each investment entity to adjust models and create waterfall distributions or distribution per unit calculations. This allows you to forecast.

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.

Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management.

First Rate, a leader in financial technology and services for the wealth management industry, recently purchased Vantage Software to expand its market and global impact. First Rate Vantage provides private equity, venture capital and real estate advisors a single source of truth for managing a fund's life cycle and reporting on private investments. This includes deal flow management, partnership accounting and investor reporting. Click the box below to find out how Vantage can assist you!

You can now have greater control and visibility over your investment data. iLEVEL is a transformational software solution that provides new transparency and insight into alternative investment portfolios. iLEVEL is the core of our private markets solutions. It helps general partners and limited partnerships streamline data collection, portfolio monitoring and analytics, valuation, reporting, and valuation. You can manage the flow of data to create a single source for truth and make informed decisions. Services that automate and standardize data management and acquisition will transform your data collection. With our sophisticated technology and experienced data team, we help both GPs as well as LPs to achieve complete and quality information.

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.

Stessa allows property investors to easily track, manage, and communicate their real estate portfolio's performance. Stessa is completely free. Stessa is used by over 10,000 investors to optimize their single-family rentals or multifamily buildings. Stessa offers visual performance dashboards, automated income and expense tracking, tax-ready financial reports, and tax-ready financial reports. Stessa can be set up in just minutes. You can add properties and link your financial accounts. Everything updates in real time.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

Flow's open-architecture connects investment managers to their limited partners and service provider. It offers integrated solutions such as virtual data rooms, investor portals and investor onboarding. This allows firms to manage limited partners relationships throughout the investment lifecycle. The platform simplifies digital fund subscriptions and simplifies onboarding. It also provides a centralized portal to report and communicate about funds. Flow's flexible API and open-architecture technology allows seamless integration with third party vendors, enhancing efficiency. Flow, trusted by more than 20,000 LPs as well as 300 private investment firms aims to provide a best-in class LP experience through reducing operational overheads and improving stakeholder involvement. All fund stakeholders will have a single source for reporting, documentation and communication.

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.

Integrated data rooms, lead management and online subscriptions allow you to raise more money and close more quickly. A CRM specifically designed for private fundraising allows you to do this. You can say goodbye to spreadsheets with these powerful but easy-to-use tools that calculate returns, manage waterfalls and automate investor workflows. The industry's most trusted investor portal gives you access to your clients' investments and best-in class reporting. Online subscriptions and customizable data rooms make it easier to streamline your fundraising efforts and help you close more deals faster. You can quickly and securely produce personalized notices, statements, reports, and industry-standard reports. All your partnership accounting and payments tracking can be managed from one central dashboard.

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.

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.

LenderKit is a white-label crowdfunding platform for regulated investment companies. LenderKit allows you to create a P2P lending portal for corporate investors or individual investors. Digitalize your offline business to create an equity crowdfunding platform for property financing or SME funding. SME and real estate crowdfunding are now an integral part the economy. Meanwhile, other industries like green energy or agriculture crowdfunding are gaining momentum. LenderKit can be customized to suit your industry, country's regulations and business needs. It can be used as a white-label crowdfunding tool, so you can pitch your stakeholders and get going. Or, it can be used to create a fully-fledged platform.

You can fundraise more effectively when you have a complete view of your progress. InvestNext's CRM is designed to help you prioritize your most promising investors. Automate and digitally execute subscription agreements and investor accreditations. InvestNext's online publishing platform allows you to create professional, modern offering pages. All your investment data can be viewed in one place. You can manage investment ownership, transactions, capital accounts and display automatically calculated investment KPIs. InvestNext is your investment system of choice. Automate and consolidate the calculation of your investment waterfall. InvestNext makes it easy to mirror your operating agreement's waterfall rules without the need for Excel. Predefined templates allow you to easily model waterfalls such as pro-rata, preferred return, IRR, splits and so on.

PropertyDirector.com.au is a one-stop digital platform for property investors. Our platform offers: 1. Digital bookkeeping system that allows you to keep accurate records and transactions about your property portfolio. It is simple to use, but it is comprehensive. 2. This forecaster tool allows you to project the future value of your property portfolio for up to 10 years. 3. Access market activity reports to see the latest trends in Australian suburbs. 4. Access to research reports, including detailed demographic information for each suburb and property data for all properties throughout Australia. We can help you onboard by helping you to add your first set of properties for free. We are committed to long-term improvement of our platform in order to meet the needs of property investors. Professionals with extensive experience in property investing, project management and web/digital platforms own and operate the business.

Valere helps asset managers, lenders, brokers, and investors make informed decisions regarding their assets. Valere is the solution for determining value in acquisitions or dispositions. It can also be used to prepare detailed cash flow analyses or to understand overall financial performance. You can track the performance of assets over the entire investment lifecycle. Save time with budgeting. Outlook transforms your data into optimal investments. Manage multiple property valuations as well as investments, budgets, and portfolios.

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.

TNR Solution by SS&C GlobeOp is an integrated, comprehensive, and front-back platform for firm-wide real asset and private equity fund operations, data management, and investor reporting. You can choose to implement individual components or the entire platform depending on your requirements. TNR provides the industry's best private equity technology. It also offers a 1000+ person PE team of experts to assist with virtually all aspects of a fund's life cycle, including fund structure, investor and manager reporting, tax allocations, and partnership documents. Multi-level, complex fund structures can be supported: Manage master-feeder, blockers, holding corporations, SPVs, and AIVs. Modules for investor relations and fund raising: Track investor capital balances, correspondence preferences, and track investor capital. Comprehensive reporting through a library of standard reports and dynamic dashboards, as well as report writers.

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.

The CRE Suite, our flagship real estate analysis, underwriting and asset management platform, has been 5 years in the making. It is based on decades of experience from our top executives and will revolutionize the way investment and development teams work. The CRE Suite lets your team collaborate on portfolios and mixed use projects without compromising productivity or dealing with locked files or emails Excel files. You shouldn't sacrifice the flexibility you need. Don't lose the power you need. You can use the tool that was created by clients like yourself, for clients like yours, to tackle the most difficult deals and quick-turnaround projects.

SimCorp Dimension is a multi-asset risk management and performance management system that integrates with real-time positions. This allows for greater transparency to help investors make better investment decisions. Our solution is designed to help you and your team. You can see the investment performance and attribution down to the security transaction level. To support investment decisions, internal controls, reporting, and regulatory compliance, best-in-class market models and analytics are used. Respect capital market and solvency requirements.

Software to automate real-estate fundraising, portfolio reporting, investor relations, and investor relations. Your investors will feel it when your company runs better. Your investors should have 24/7 access to all their investments, including reports and K-1s. All their information can be accessed through one login. Make sure your team has access to investment management software they love. Our simple design makes it easy for everyone. Your team will be able to ramp up faster, your company's results will be quicker, and investors will love it. CRE syndicators have a true sense for "automation" thanks to native integrations and matching workflows. Deal sponsors can use the right combination of features to get the job done, delight investors and move on with other tasks. We are solely focused on providing investment management software for real estate syndicators. Our software is used daily by our stakeholders to manage their real estate assets. We also receive constant feedback from them.

Using effective solutions to manage real estate assets, you can optimize your portfolio performance. To stay ahead of the market and increase investor confidence, you can manage your entire lifecycle. MRI Portfolio Management helps you manage your real estate investments, and create a more informed portfolio strategy. MRI Portfolio Management is a complete asset management solution for real-estate investment managers, fund advisors and institutional investors. It consolidates disparate investment data to support comprehensive risk management, efficient reporting, and reports to stakeholders. To maximize your portfolio performance and strategic decision-making, take control of your real estate property assets. You can manage risk and exposure across your entire portfolio or drill down by investment or any attribute. Get a complete view of your entire portfolio, including key metrics and variances such as NOI and DCR, cash flow and tenant exposure, valuations, cash flow, cash flow, cashflow, and tenant exposure.

Fundy is the place to go if you need to efficiently manage property fund investors and transactions in a safe environment. Fundy allows you to track, calculate, and report on the day-to-day operations of property funds, including capital calls from investors, distributions payments, net asset values, and portfolio investment. Fundy calculates capital calls and distributions for open-end and closed-end funds. This eliminates the need to use Excel formulas. Fundy makes it easy to track the performance of fund's indirect property or real estate fund investments. It is easy to monitor market values and other KPIs, as well as maintain business plans over time. Exquance and Fundy take security very seriously. Fundy features deep audit trail logging, distribution confirmation procedure, various user rights and permissions, SSO login, and GDPR features.

Rendity allows you to invest online in real estate starting at EUR500. It also offers attractive real-estate projects in urban areas from renowned partners. You can easily and transparently invest in real estate by digitizing it. The entire payment process takes place over an insolvency-protected, escrow account. The funds are transferred to the real-estate developer after the funding is completed. State-of-the-art SSL encryption protects your personal data and ensures the authenticity and integrity of our platform.

Our innovative software gives real estate managers and their stakeholders more control, greater insight, and better returns. As a real-estate investor or manager, we can help you gain more frequent insight into the profitability of your portfolios. This will help you save time. Our software includes many applications that will help you make better real estate decisions. Both now and in the future. Do you know that sharing this information will improve collaboration with your stakeholders (e.g. financiers)? FundStar always pulls its information from the source systems automatically. FundStar's data is always up-to-date, validated, and clean. You can make use of many different applications. This will allow you to analyze your profitability, portfolios, as well as make cross-sections. This will allow you to see how your returns have been built up.

MSCI Real Estate Enterprise Analytics offers global market and portfolio analysis that fits your view of real estate investment. It allows you to evaluate and see the performance of your entire portfolio and how it's being managed. Enterprise Analytics is available through the MSCI Real Estate Analytics Portal. It provides all levels of analysis, from portfolio fund summary reports to detailed asset-level data. You can also use the portfolio and query builders tools to isolate and analyze specific segments, assets, or assets, as well as run analysis on custom portfolios and evaluate custom time horizons. Enterprise Analytics provides a common language that can be used by the C-Suite, investor relations, risk management, and research teams within your organization. It supports you in determining future allocation, from strategy to capital raising, portfolio construction, risk and performance reporting, and even capital raising.

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.

Pereview assists real estate firms to quickly and accurately answer any questions their stakeholders may have about their investments. This allows for better risk management and drives decision-making across equity and debt data from the fund to your lease. From the beginning of a deal, track equity and debt transaction data through its closing. This information can be used by other departments to set up the asset after closing. Pereview automates deal pipeline reporting as well as other powerful analytics. Pereview connects Excel models to the Pereview Database, allowing central storage of your cashflows and underwriting assumptions. Pereview allows you to easily report on underwriting projections and actual performance once the data has been centralized.

We are REALTY BUNDLES, and we want to revolutionize the way you invest real estate. Our team is made up of experts in finance, law, real estate, and tech who are all committed to making your next investment easy and smart. We work with established partners around the globe to offer the best investment opportunities in an exciting, new and accessible format. REALTY BUNDLES, an investment platform for private real-estate funds, is known as 'property packages'. Our platform connects investors large and small with agencies around the globe that offer exclusive property bundles. It is designed to maximize your success by minimizing risk and removing all the hassle from the investment process. We created this platform to remove three major barriers to real estate investing: the money barrier (knowledge barrier), and the risk barrier (risk barrier).

Yardi Investment Suite is a fully connected solution that improves communication with prospective and current investors. Manage investment opportunities, including the subscription process. Track activities, tasks, and correspondence to build and maintain relationships. Centralize and manage contacts, track investor activity and improve collaboration by giving access to information to internal stakeholders. Before publishing to the investor portal, view and approve key metrics, reports, and documents. Yardi Investment Accounting automates your entire investment accounting, performance measurement, and investor reporting cycle. This will reduce costs and increase operational efficiency. Yardi Investment Accounting offers full transparency from asset to investor. It combines Yardi Voyager's comprehensive management and operational accounting features with Yardi Investment Manager's front-office investor relations capabilities.

This is the easiest way to invest in real property. Your rental income is paid monthly to your account. You also get ride appreciation when your home equity increases. Create a portfolio. You can choose your properties based upon all financials and data. You can earn passive monthly income by purchasing real estate shares. All this without the hassle of property management. Check out our list of the most desirable properties in the U.S., which are cash-flowing from day one. Complete legal, financial, and operational documentation. Next, choose your properties and place your orders. Now you can own real estate. You can now own real estate without the hassle of managing tenants, maintenance, and management. Diversify your portfolio into real estate now. Click, check out, own; no bidding or fundraising required. At the moment, we are only open to accredited investors. Receive notification when we open to all 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.

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!"

Input annual market values, loan balances and income. KPI's like equity, cash flow and internal rate of return can be measured. Invite other investors to look at each other's portfolios. BuyHoldTrack provides the information you need to achieve your goals, whether you're looking for passive income or a certain amount of real estate net worth. Are you ready to set your financial goals in motion? Get started with BuyHoldTrack now. Real estate tracking has never been easier. The app allows you to measure, manage, and compare your real-estate investments. BuyHoldTrack was created by real estate investors, for real estate investors. It helps you track your progress towards your financial goals. Do you want to achieve a certain net worth in real estate? Are you looking to make a certain amount of passive income? Do you want to quit your job and trade time for money? BuyHoldTrack will help you stay focused on your goals and provide you with the insight you need.

ARGUS Enterprise, the industry-leading software for commercial property valuation and asset management, enables real estate companies value and manage their real estate assets through the entire investment life cycle. ARGUS Enterprise will give you in-depth insight into your real estate portfolio and out-of-the box reporting to meet all your investors' needs. It also gives you more decision-making capabilities to manage risk and asset performance. ARGUS Enterprise will allow you to create detailed cash flow forecasts, stress-test market and leasing assumptions, and create comprehensive commercial property valuations using discounted cash flow analysis and other global value methods.

Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage. Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach. The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.

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.

FolioMetrics, a leading provider for innovative solutions in investor relations and research, is trusted by more than 200 of the leading hedge funds, traditional funds, and private capital managers around the world. Their product suite includes an easy-to-use, modern CRM designed for investor relations and marketing teams. It also includes a secure, scalable client portal to share information with investors and potential clients, as well as tools for automating factsheets and client reports in order to improve communication. FolioMetrics also offers compliance features like investor classification, approval workflows and advanced reporting. It also integrates with common fund administrators in order to automate holdings and transactions. Their research management solution expands capabilities to investment team, consolidating notes and documentation.

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.

A successful real estate business requires a well-organized deal information. Reiance allows you to manage multiple property information from one place. This includes pricing, ratings and notes, contacts, history, links, history, and more. For easy collaboration on real-estate deals, invite your team members. You can share information and ideas about a property on one platform. Real estate is about people as well as properties. Reiance is a platform for managing contacts in relation to real estate properties. Reiance can be described as your private real estate database. To increase market intelligence, Storing information about properties and contacts. Reiance, a cloud-based realty software, allows you to manage property and contact information. It is a leading real-estate CRM and real estate deal management software, specifically designed for professionals and investors.

Investors can view a digital portfolio and deal documents on SyndicationPro's real-estate investor portal. They can also eSign to invest and create multiple profiles. A simple interface allows users to access distribution updates and investment updates. Our real estate investor portal software allows investors track their investments across various profile types, generate investment reports, download all tax documents, and download all offers and tax documents. Investor relations are more efficient with less overhead. You can be available digitally 24/7, 365 days per year. Your most tech-challenged investor will not be confused or discouraged by an easy experience. We have perfected our investor experience over thousands of investments. This ensures that investors can find what they want and accomplish what they set out for with ease. This makes it easy for you to raise funds for your real estate syndications. Investors are happy and confident throughout the process.

You can increase your back-office efficiency, decrease investor questions, and focus on scaling your business. Six tools, templates, processes and tools used by the most successful private fund managers and syndicators to scale their businesses. Our Investment Workflow tool makes it easy for you to create a seamless investment process that is seamless for your investors. Investors won't invest with sponsors they don’t trust. Your investors will appreciate your instant credibility and their ability to self-serve. Don't waste time responding to investor updates. You must have systems in place to automate the response to investor updates requests if you want to scale your company. Investors can update their contact information and investment information by themselves. Get started raising capital or managing your investors more effectively.