FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fund managers, family offices, M&A advisors, venture capital and private equity firms, and professional investors in private markets.

Audience

Brokers searching for a CRM solution

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

$100/month
Free Version
Free Trial

Pricing

No information available.
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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FinBursa Technologies Ltd
Founded: 2024
United Arab Emirates
www.finbursa.com

Company Information

Finosoft
www.finosoft.com

Alternatives

Alternatives

Proftit CRM

Proftit CRM

Proftit
Wealthbox

Wealthbox

Starburst Labs
BrokerIQ

BrokerIQ

TradeCore
LXCRM

LXCRM

Leverate
Navatar

Navatar

Navatar Group
BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM

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

Integrations

Amazon Web Services (AWS)
Encyb
Mailgun
PandaDoc
RiskScreen
Solitics

Integrations

Amazon Web Services (AWS)
Encyb
Mailgun
PandaDoc
RiskScreen
Solitics
Claim FinBursa 360 and update features and information
Claim FinBursa 360 and update features and information
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Claim Finosoft and update features and information