Related Products
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Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Alternatives fund managers (PE, VC, hedge funds, real estate), in addition to wealth managers and private banks that offer alternative funds to investors
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Audience
Forex brokers seeking a solution to increase their performance with integrated marketing and automation tools
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Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
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Reviews/
|
Reviews/
|
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Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
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Company InformationAtominvest
Founded: 2017
United Kingdom
software.atominvest.co
|
Company InformationLeverate
Founded: 2007
Israel
leverate.com/lxcrm/
|
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Alternatives |
Alternatives |
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Categories |
Categories |
|||||
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Hedge Fund Features
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
|
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Integrations
Apiday
Cellxpert
Clickatell
CommPeak
Gmail
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Salesforce
TUNE
|
Integrations
Apiday
Cellxpert
Clickatell
CommPeak
Gmail
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Salesforce
TUNE
|
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