+
+

Related Products

  • Sharesight
    409 Ratings
    Visit Website
  • Tickeron
    7 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • eToro
    24,096 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • FundCount
    11 Ratings
    Visit Website
  • RoboMarkets
    124 Ratings
    Visit Website
  • CopyFX
    18 Ratings
    Visit Website
  • ElationHealth
    63 Ratings
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

AI platform and custom portfolio management that helps global investment professionals deliver better outcomes through custom AI portfolios

Audience

Companies looking for capital raising platforms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$150 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.2 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.5 / 5
support 3.2 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EquBot
Founded: 2017
United States
equbot.com

Company Information

Kore
Founded: 2016
United States
www.koreconx.com

Alternatives

VISE

VISE

Vise

Alternatives

VestmarkONE

VestmarkONE

Vestmark
iLEVEL

iLEVEL

S&P Global

Categories

Categories

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

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

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

Integrations

IBM Watson

Integrations

IBM Watson
Claim EquBot and update features and information
Claim EquBot and update features and information
Claim Kore and update features and information
Claim Kore and update features and information