eFront

eFront

eFront, a part of BlackRock
i3DIY

i3DIY

Ownla
+
+

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About

eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing.

About

How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges.

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

Financial companies and anyone looking for a solution to manage credit processes

Audience

Investors looking for tools to manage their investments

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

eFront, a part of BlackRock
Founded: 1999
France
www.efront.com

Company Information

Ownla
Founded: 2018
United States
www.i3diyinvestor.com

Alternatives

Alternatives

Wealth Elite

Wealth Elite

REDVision Tech
Allvue

Allvue

Allvue Systems
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking 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 Not Supported
Portfolio Management Not Supported
Risk Management Supported

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Not Supported
For Hedge Funds Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Not Supported
Portfolio Management Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Not Supported

Integrations

BigBlueButton Supported
Cisco Webex Supported
Clockwork Supported
Facebook Supported
Google Analytics Supported
Google Calendar Supported
Indent Supported
Mailchimp Supported
Microsoft Excel Supported
PayPal Supported
PitchBook Supported
Slack Supported
Stripe Supported
WordPress Supported
Zendesk Supported
eFront Investment Café Supported

Integrations

BigBlueButton Not Supported
Cisco Webex Not Supported
Clockwork Not Supported
Facebook Not Supported
Google Analytics Not Supported
Google Calendar Not Supported
Indent Not Supported
Mailchimp Not Supported
Microsoft Excel Not Supported
PayPal Not Supported
PitchBook Not Supported
Slack Not Supported
Stripe Not Supported
WordPress Not Supported
Zendesk Not Supported
eFront Investment Café Not Supported
Claim eFront and update features and information
Claim eFront and update features and information
Claim i3DIY and update features and information
Claim i3DIY and update features and information