FinBursa 360FinBursa Technologies Ltd
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Related Products
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About
FinBursa is an AI-native operating platform for professional participants in private markets — helping small and mid-market firms run relationships, deals, and fundraising in one place, replacing CRMs, spreadsheets, shared drives, and ad-hoc data rooms.
CRM – A connected view of investors, issuers, companies, and funds.
Deal Management – AI-assisted workflows, collaboration rooms, data rooms, and due-diligence tracking.
Fundraising – LP portal, collaboration rooms, and automated reporting.
Every workflow combines AI assistance, secure multi-party collaboration, and institutional-grade document infrastructure.
FinBursa is for institutional, qualified, and professional investors only. It does not act as a broker or advisor and provides no investment recommendations. Subscription-based; no success or transaction fees.
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About
Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fund managers, family offices, M&A advisors, venture capital and private equity firms, and professional investors in private markets.
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Audience
Brokers searching for a CRM solution
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Support
Phone Support
24/7 Live Support
Online
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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
$100/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinBursa Technologies Ltd
Founded: 2024
United Arab Emirates
www.finbursa.com
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Company InformationFinosoft
www.finosoft.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Amazon Web Services (AWS)
Encyb
Mailgun
PandaDoc
RiskScreen
Solitics
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Integrations
Amazon Web Services (AWS)
Encyb
Mailgun
PandaDoc
RiskScreen
Solitics
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