+
+

Related Products

  • AlternativeSoft
    19 Ratings
    Visit Website
  • Sharesight
    409 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • FundCount
    11 Ratings
    Visit Website
  • SAP Business ByDesign
    278 Ratings
    Visit Website
  • Koinly
    1,721 Ratings
    Visit Website
  • eToro
    24,096 Ratings
    Visit Website
  • Famous
    9 Ratings
    Visit Website
  • Camms.Risk
    75 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    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

Investment Management solution for companies

Audience

Modern Investment Management software for real-estate firms

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

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

Seraf
Founded: 2013
United States
seraf-investor.com

Company Information

Update Capital
Founded: 2015
Canada
www.updatecapital.com

Alternatives

Alternatives

ARGUS Taliance

ARGUS Taliance

Altus Group

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

Integrations

ActiveCampaign
Agile CRM
Asana
Copper
DocuSign
Google Contacts
Google Forms
Google Sheets
Google Tasks
Highrise
HubSpot CRM
Jotform
Kommo
LionDesk
Microsoft Excel
Pipedrive
Podio
Salesforce
Streak
Zoho CRM

Integrations

ActiveCampaign
Agile CRM
Asana
Copper
DocuSign
Google Contacts
Google Forms
Google Sheets
Google Tasks
Highrise
HubSpot CRM
Jotform
Kommo
LionDesk
Microsoft Excel
Pipedrive
Podio
Salesforce
Streak
Zoho CRM
Claim Seraf and update features and information
Claim Seraf and update features and information
Claim Update Capital and update features and information
Claim Update Capital and update features and information