Alternatives to Venturelytic

You can quickly access clear attributions results within your portfolio and across your entire organization with just a click. This will save you time and increase operational efficiency. You can get a consistent, customizable view that will reflect the investment strategy without needing to reconcile. To improve performance and eliminate the need to control spreadsheets, you can run what-if analysis, collaborate and make on-the-fly adjustments. Asset owners will enjoy better data quality and attribution results, as well as deeper insights into the strategies of asset managers. Our intelligent yield curve-based model can quantify and qualify your investment process. Communicate your portfolio's strategy, performance and new investment opportunities with your clients. With user-friendly outputs, and a display that clearly explains attribution results, you can translate your analysis into terms that the asset owner understands.

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

Professionals know that small decisions over the long-term can make big performance gains. Kwanti allows you to see all the risks and holdings that can contribute to success as well as opportunities to reimagine your portfolio. Once you get the details right, the whole picture will fall into place. There are many types of risk, and you can prepare for them all. Stress test your portfolios with historical scenarios to help make better decisions about how you balance client's needs against what they can lose. Clients must be invested and keep track of the right benchmarks in order to achieve their client goals. You can simulate how different trading strategies might have affected returns in the past to make informed decisions about how you manage portfolios for the future.

Pepper helps asset and portfolio managers to maximize ROI, while adhering to all regulations and maintaining security. Pepper is a cloud-native platform that offers powerful CRM and analytics to make your holdings management as efficient as possible. Pepper was built by industry veterans and alternative asset managers to honor the integrity and transparency in the investment management industry. Pepper uses deal data to optimize portfolio investments, simplify investment complexity and make deals more agile. We deliver a higher ROI while reducing risks. Pepper gives alternative asset managers insights into what investors are looking for in terms of information about their portfolios, investments, and returns. Our integrated data platform will help you improve your investor storytelling. Our extensive and proven data management platform provides an efficient way to manage compliance processes.

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

You will gain powerful insights that will help you make better decisions and make smarter investments. Keep track of capital commitments, calls, and fees. Update valuations quickly. From entry to exit, manage your holdings using one web interface. Seraf will guide you through a few simple steps to get your portfolio running quickly. In no time, you can get an overview, gain insights, and generate reports. Seraf was designed by active early stage investors who have over 25 years of experience in fund management and fund creation. It efficiently addresses the complexities of today’s early stage investment landscape. Seraf was specifically designed to meet the needs and requirements of early stage investors. It provides the tools you need to efficiently manage your portfolio.

SharePad is a platform that provides all-in-one information for private investors and traders. It offers in-depth data about everything, including shares, funds, and ETFs, across the UK, US, and Europe. Your subscription includes live updates from UK Alliance News, RNS, as well as access to powerful stock screening tools and portfolio management tools. There are many investment opportunities available. We created the Single Page Summary to help you find the best investment opportunities. The Single page summary displays all key information about a stock or fund, investment trust, ETF, or other asset on one scrollable page. This gives you a quick overview of the stock, fund, investment trust or ETF before you dive into the more detailed analysis in SharePad. You can set the single page to a full-screen view or a split screen view to quickly browse through a portfolio or watch list. You can even create your own custom mode to display the information that you need.

9fin is the smarter, faster way to find leveraged financial intelligence. All the information you need to analyse a credit and win a mandate is available in one place. Journalists from traditional media companies can complete their work in 30-60 minutes less than ours. 9fin will be the first to hear price sensitive news. Complex data made simple to search, filter, and analyse. You can get the information you need in seconds and not days. Predictions of capital market activity 12 months in advance. Spot opportunities and win business. Get the most complete market intelligence directly to your inbox This market intelligence is compiled from over 2,000 sources and gives you valuable insight before anyone else. Our AI-powered search capabilities allow you to search, filter, and analyse key information in bond and loan documents.

Portfolio backtesting simulates a strategy of investment using historical data. This allows you to assess the performance of a portfolio in the past, while analyzing return and risk. Portfolio Visualizer allows you to create and compare different portfolio models in order to align investments with financial goals. The tool helps users optimize their portfolios by helping them model the probability of various investment outcomes and understand how risk impacts the outcome. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models offer strategies based upon moving averages, market valuation and risk management. Portfolio Visualizer is designed to empower individuals and institutions by transforming sophisticated analysis into actionable insight explained by AI in text and video formats.

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.

Find thousands of opportunities for sustainable investment across different asset classes. Invest in the things you care about or are passionate about. Macroaxis, a sophisticated and easy-to-use personalized wealth optimization service, delivers tangible value in the form a higher return on investment portfolios for self-directed and socially responsible investors. Our platform allows investors to create long-term, efficient portfolios in any economic environment and across multiple markets. Our technology is based both on traditional and emerging trends in fintech to provide investors with the most affordable digital wealth advice service. Join over 100,000 satisfied investors who have built over 20,000,000 portfolios with Macroaxis to get unlimited access to our wealth optimization engine.

Venn by Two Sigma helps investors adopt a modern, quantitative approach for multi-asset portfolio risk management and investment decision-making. Streamline your investment evaluation and work with your team. Venn's intuitive interface and factor-based risk approach are designed to help investors identify portfolio risks and position the portfolio for future goals. You can compare managers against your objectives using traditional risk indicators with the addition factor analysis. It takes a set of returns. You can use the Two Sigma Factor Lens™ to better understand the underlying risks in your portfolio and then run optimization analyses on it based on your company's constraints. Venn can help minimize uncompensated and unwanted risks, understand how changes in strategic asset allocation affect expected performances, optimize existing investment allocations, as well as take action to minimize them.

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

Vestserve can help you increase productivity, growth, innovation, and accuracy in your business. Vertserve, a fully integrated investment management and accounting system, is powerful and reliable. It provides mission-critical services for leading financial institutions. VestServe combines the back, middle and front office operations into one unified solution. This helps to improve business efficiency and performance, as well as reduce total cost of ownership. Portfolio management features include performance measurement rule/compliance modeling, breakout allocations, returns, risk analytics and scenario tool.

The key to investing success is achieving higher returns while taking on less risk. Benjamin Graham was the first to develop technology around the notion of a margin for safety. Although risk cannot be eliminated completely, we look for companies that trade for a fraction of their actual value to minimize the risks associated with stock investing. Quantitative investing is another approach. This involves investing in a "basket", say 40 stocks that has certain winning characteristics. These traits are derived using more than 200 qualitative and quantitative factors. The AI-score is a number that indicates attractiveness. It can range from -100 to 100. Joe can help you get a higher return on your capital. Joe is happy when he can make a good investment in a business with great growth prospects and a great business plan, all at a price that is well below its intrinsic value.

Lambda, an AI-driven platform for financial analysis, offers tools to analyze both company and portfolio data. It offers AI-powered chatbots that are trained on your portfolio to provide interactive insights. It allows users to assess diversification by classifying assets according to stock, sector, type, and country. The platform tracks historical performance, schedules and yields and visualizes portfolio risks, suggesting optimal holdings ratios based upon modern portfolio theory. It also analyzes returns using monthly heatmaps and maximum loss predictions. Lambda's company analysis evaluates financial health of listed companies by examining three main financial statements. It also analyzes sales by region and segment. It also assesses important metrics such as Price-to Book Ratio, Price-to Earnings Ratio and Return on Equity.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

Give your investors a beautiful, personalized, and modern view of their portfolio. Your investors can track their investments, projections and returns all on one page. You can drill down to the specifics of each investment. Keep your investors informed on the move or from their home. Our software is specifically designed for real estate investment firms. Everything is tailored to your needs. Automate and take control of your internal processes in order to increase efficiency and reduce errors. Manage all your contacts, entities and ownership data in one place. Your entire team can update and access it. Our powerful marketing automation engine is at your service. Sensr Portal integrates with your website and marketing materials to improve the funding process. Create instant landing pages to gain insight into prospect interest and engagement.

Allocator is used by thousands of funds to provide data and documents to clients. Each number is assigned a time series so that you can track the changes over time. No more error-prone, manual data entry. Our platform converts multiple data sources into one, easy-to-analyze format. You can monitor your investments at the portfolio or fund level. All your fund documents are stored in one central repository. Your information is always current, secure, and organized. It's ready for you to use. No more disparate spreadsheets. You can quickly compare returns across different time periods against other funds or hundreds of indices. Visualize and measure gains/losses over any period. To avoid missing any opportunities, ensure you have clean and complete peer groups of relevant funds to help you keep your eyes open. Also, you can see how new funds will impact your portfolio risk and return.

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.

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

Syndicately offers a robust platform tailored for creating and managing Special Purpose Vehicles (SPVs), making the investment procedure easier for both investors and fund managers engaging in private ventures. Whether it's individual entrepreneurs facing risks and seeking funding for new projects, or experienced investors from Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital fields wanting to utilize SPVs to expand their portfolios, our platform provides a versatile, expandable solution for everyone. With Syndicately, the entire process of investing is made efficient, ensuring that your upcoming transaction is smooth and successful. Discover the convenience of advanced enterprise features with Syndicately, and revolutionize your investment strategy.

Indispensible data, analytics, insights, and information for alternative asset professionals around the world. Preqin has established direct relationships with professionals in alternative assets to ensure that our data will add context, clarity, conviction, and conviction to your decision making. Get the most comprehensive data and tools for hedge funds and private capital. It is used by alternative asset professionals to make data-driven investment decisions throughout the entire investment process. You will receive actionable market intelligence from thousands, which will help you pick the right time to make bold investments, identify new opportunities, and increase your returns. Access the largest private equity database in the world and get essential performance data, market intelligence, and research.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

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.

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.

Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.

Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach. Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.

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!

Finlogik offers low-cost, innovative online services and tools for the investment industry. This allows incumbent institutions and self-directed businesses to streamline their processes and embrace the same disruptive innovations that are challenging traditional financial firms' business models. Finlogik works with an asset manager who is at the forefront in process-based investing to help you design and manage low-cost investment solutions that are suitable for both institutional and retail investors. Investors and investment managers can use analytical dashboards to benchmark, report and process large amounts of data to assess their portfolio risk, exposure and performance. Finlogik is able to help you manage almost all types of financial instruments, including stocks, futures and options, as well as OTC products.

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

BlueFlame AI, the AI-powered platform for knowledge management and productivity, enables alternative investment managers (AIMs) to improve the quality and speed of strategic decision making. BlueFlame AI combines enterprise search, AI agent-chat, DDQ Management, and pre-built workflows to allow firms to focus on strategic decisions. Search across internal files, external sources, and third-party systems to quickly find the information you require. Leading AI models can help you gain deeper insights, refine your analysis, and create new content. Centralize the DDQ/RFP management process from generating responses, to approval workflows, and exporting content. Pre-built workflows can increase productivity and efficiency by executing multiple prompts at once and gathering information from multiple sources.

Fund managers are often lacking the proper infrastructure and processes to scale up their businesses as the direct and private lending industries expand. Investors and regulators demand that lenders demonstrate transparency and have transparent processes. Sentry PM is a web-based solution that allows for quick, flexible and flexible loan management. It integrates seamlessly with the back-, middle-, and front-office functions.

Entrilia is a data creation platform that allows for collaboration between PE/VC fund managers. Convert transactional events into real time business intelligence. Our fund accounting module streamlines event-driven inputs and insights allows for automated reporting on investment, fund financials, investor, and many other details. This module is specifically designed for the PE/VC sector. It includes automated ILPA reporting and a campaign module that automates the creation and distribution standard reports. Fully integrated and extensible with modern APIs and standardized connections.

Our platform was created by investors for investors. It uses longitudinal data and algorithms to help you find consumer goods brands that match your investment thesis. Access our brand and comparative performance analysis to ensure you only reach qualified prospects. To gain a better understanding of brand strengths and weaknesses, you can analyze multiple sources of product reviews and social commentary to strengthen your convictions. To add strategic value, you can access historical data and comparative insights across multiple business performance areas. CircleUp is your strategic partner. We can help you with follow-on investments and we have the strategic experience from working with more than 100 CPG portfolio companies. Provide unique insights to portfolio companies that may be of benefit to them in their growth.

AI can be slow, confusing and expensive. Brain empowers wealth managers with hyper-personalized insights quickly and easily. Brain helps you serve your clients better and make your clients smarter. In just a few clicks, turn your data into actionable insights to guide your next best move. Brain's AI explains every recommendation to advisors. Brain's CX app can be integrated on your CX platform or cloud provider. You can increase your revenue by anticipating which clients will be most responsive to cross-sell or upsell opportunities. You can improve the performance of your campaigns by identifying potential clients that might be interested in a product. You can retain your clients by quickly identifying who is most likely and why. Brain's AI-based explanations make hyper-personalized insights more understandable and easier to use by advisors. Brain automates the creation of and maintenance insights, which saves you time and money.

Arcesium’s cloud-native, scalable solutions are unmatched in the investment industry. We help our clients modernize their operating models, automate their most complex tasks, and unlock growth opportunities. Arcesium's innovative business solutions will take your business to the Next Level, leaving behind inefficient systems and siloed platform. Arcesium works with you to create architectures and operating models that meet your business's unique needs. Arcesium's innovative solutions help you scale intelligently and evolve efficiently. Our domain-aware capabilities, unified data platforms, and deep expertise will help you transform complexity into actionable information. We provide you with the tools to manage operational risks, engage investors more effectively, boost profitability, and enhance portfolio management in an environment of increasing competition and regulations.

Our unique solution for financial institutions is designed to help clients stay ahead by adding convenience to cash management. We offer a complete, end-to-end platform that caters to the specific needs of corporate treasurers and financial institutions. Cachematrix's analysis toolsets offer granular insight, flexible grouping and filtering, as well as sophisticated modeling capabilities. These capabilities are designed to help users build and maintain portfolios that meet their investment objectives. Our platform allows you to conduct multi-instrument batch transactions quickly and easily. Administrators can also control access, set compliance rules, and grant permissions to users.

FinX provides decision-makers with the intelligence they need to stay ahead of the curve in dynamic markets. FinX offers the data necessary to maximize insights, whether it's for analyzing market trends, assessing benchmarks in an industry, or evaluating possible opportunities. FinX's real-time platform of financial data enables effective risk management strategies. This proactive approach ensures that businesses can navigate uncertainty confidently, protecting investments and optimizing performance.

All-in-one investment that is easy to use. Investor confidence. Trade stocks and ETFs, invest in crypto, or automate your investing. SoFi Money®, a cash management account, charges no account fees. You can save, spend, or earn cash back rewards for shopping with brands you love. You can earn 2% unlimited cash back* when you redeem it* to save or invest, or to pay off loans in a SoFi account. Plus, there's no annual charge. Fixed interest rates start from 2.99% APR* with automatic pay. Flexible repayment options. No hidden fees No nonsense. In just two minutes, you can get pre-qualified All online. Knowing your credit score is the first step to getting your money back on track. All your finances and credit can be tracked in one app. Our full range of insurance options will help you take care of your family, including ladder life insurance that is quick and easy. Lantern by SoFi allows you to compare PPP offers from a variety of lenders to ease your small business burden.

Data-driven insights for wealth managers and executives. PriceMetrix is a wealth management platform that helps wealth management firms to grow their businesses in hundreds of dimensions. It uses the largest retail wealth-management database in the world. PriceMetrix brings together the power of industry data with advanced business intelligence in one platform. Our partners include wealth management firms and financial advisors. We help them improve their productivity, client experience, decision-making, and efficiency, while also identifying growth opportunities and pursuing them. We give clients instant access to industry best practices to help them build a healthy and growing wealth management business.

Sapiat helps you to anticipate the risks and opportunities presented by the market environment for your investment portfolio over the long-term to short-term horizon. Sapiat's technology transforms expert intelligence into realistic simulations for market scenarios. The market view's richness and variety is presented in a consistent framework that addresses market dynamics across all asset classes and time periods. Sapiat scenarios can be combined to create a comprehensive view on possible market outcomes. Compare, curate and compare your trusted scenario feeds. Explain scenario impact on your portfolio performance. Adjust your strategy for all scenarios.

A comprehensive front-office solution allows you to manage models, rebalance accounts and monitor portfolio drift. You can also adjust strategies faster and more efficiently. You can leverage a cloud-based solution to optimize your portfolio management, order creation and trading workflows, regardless of whether your firm manages individual wealth or institutional assets. Advent Genesis integrates with Moxy to provide seamless access from trading decisions to execution. You can expand into new markets, new areas, and new business lines with confidence. This will reduce operational risk and increase efficiency. You can drill down into the details with powerful dashboards that provide information such as status updates, exception and status updates, strategy drift, cash activity, and model level drift. Management views make it easy to organize and control oversight and controls, and review trade proposals before approving them for execution.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

UNTAP is the next generation of portfolio management and value creation for Private Capital Markets. UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics. - Greater confidence in achieving growth in Earned Value - Greater confidence in achieving sustainable returns. - Increased transparency between shareholders and investors It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution. You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

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.

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.