WebVisionImagineer Technology Group
|
||||||
Related Products
|
||||||
About
Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support!
Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.
|
About
WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Company Founders and CFOs that need all-in-one solution to raise capital, manage investor relations and cap table
|
Audience
Companies searching for a solution to manage their assets and website content
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
£9 per month
START - £9/month
GROW - £39/month SCALE - £89/month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationQuoroom
Founded: 2018
United Kingdom
quoroom.com
|
Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Equity Management Features
Cap Table Management
Supported
Deal Management
Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Supported
Options Management
Supported
Participant Portal
Supported
Portfolio Management
Supported
Private Equity
Supported
Public Equity
Not Supported
Valuation Management
Supported
Vesting Management
Supported
VSOP Management
Not Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Supported
Document Indexing
Supported
Document Retention
Not Supported
Electronic Signature
Supported
Email Management
Supported
File Recovery
Not Supported
File Type Conversion
Not Supported
Forms Management
Supported
Full Text Search
Not Supported
Offline Access
Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Supported
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Not Supported
Investor Relations Features
Automated Reporting
Supported
Compliance Management
Supported
Custom Emails / Newsletters
Supported
Data Centralization
Supported
Deal & Acquisition Management
Supported
Document Creation
Supported
Document Management
Supported
Electronic Signature
Supported
Investor CRM
Supported
Investor Transactions / Valuations
Supported
IR Website Builder
Not Supported
|
Equity Management Features
Cap Table Management
Not Supported
Deal Management
Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Not Supported
Options Management
Not Supported
Participant Portal
Supported
Portfolio Management
Not Supported
Private Equity
Supported
Public Equity
Not Supported
Valuation Management
Not Supported
Vesting Management
Not Supported
VSOP Management
Not Supported
Content Management Features
Audio Content
Supported
Customizable Templates
Supported
Document Indexing
Not Supported
E-forms
Not Supported
Full Text Search
Not Supported
Image Editor
Not Supported
SEO Management
Supported
Text Editor
Supported
Version Control
Supported
Video Content
Supported
Website Management
Supported
Financial Services Features
Analytics
Supported
Branch Optimization
Not Supported
Channel Management
Not Supported
Compliance Management
Supported
Customer Engagement
Supported
Performance Management
Not Supported
Risk Management
Not Supported
Virtual Data Room Features
Anonymity Management
Not Supported
Audit Trail
Supported
Collaboration
Supported
Data Protection
Supported
Data Storage Management
Supported
Document Tagging
Supported
Due Diligence Management
Supported
Procurement Management
Not Supported
Project Management
Not Supported
Role-Based Permissions
Supported
Secure Preview
Supported
|
|||||
Integrations
LinkedIn
Not Supported
Xero
Not Supported
|
||||||
|
|
|