Alternatives to B2i
Compare B2i alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to B2i in 2024. Compare features, ratings, user reviews, pricing, and more from B2i competitors and alternatives in order to make an informed decision for your business.
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Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
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EQS IR COCKPIT
EQS Group
Innovative digital solutions and tools for investor relations managers. We digitalize your investor relations and support you in your daily IR work with our innovative IR products. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure obligations and news distribution in one tool. EQS IR COCKPIT was developed to improve the work of investor relations managers, with simple workflows, better results and added value for you and your investors. Meet mandatory publication requirements. With the disclosure module you can fulfill your disclosure obligations more easily and efficiently than ever before. Reach a wide audience with your financial news. EQS Newswire is a leader in the distribution of corporate and press releases. Worldwide, simple, secure and efficient. Simultaneous upload of news to your website, social media, and stock chart. -
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iPR Software
iPR Software
Publish content from your branded online news center. Post, host and distribute all of your multimedia content and news stories from your own corporate URL, seamlessly integrated directly into your current website. Distribute published content directly to your traditional and social channels, enhancing both SEO and search in mobile apps and devices. Investor Relations hubs come preloaded with all the key features of best practice IR websites to enable public companies to not only meet financial disclosure, but tell your corporate story to broaden audiences and followers. Our proprietary CMS includes automated financial reports and stock quotes, press release postings, event calendars, social media sharing, email alerts and other key components. Leading companies use our award-winning software to seamlessly integrate a branded IR website within minutes into their existing corporate website. -
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Market Media Connect
Market Media Connect
Our IR Websites are fully branded and compatible with all smart devices which are easy to navigate with built-in SEO features to increase your ROI. All SEC filings and stock Information display is seamlessly handled by Market Media Connect and you never need to worry about it. Market Media Connect has its own dedicated customer services department. Our top-notch customer care representatives are ready to help you round the clock whenever you need them. Market Media Connect offers you services loaded with a summary of years of experience and hard work. We know your business requirements, and we know how to get you to the forefront through an integrated business plan. We help you create your visual identity and brand image by creating an attractive, unique, and user-friendly investor relations website. Market Media Connect is an expert in developing strategic marketing plans that guarantee sales and profit ratios.Starting Price: $399 one-time payment -
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Your Strategy. One Platform. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy, Q4 Capital Connect has been created for the capital markets to engage and connect. With the Q4 Capital Connect platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter.
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InvestorPortaLPro
InvestorPortaLPro
Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals. -
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Notified Governance Hotline
Notified
Protect your company and employees through a SOX-compliant corporate reporting system. Take corrective action on issues before they escalate into emergencies or crises. You’ll have the assurance of confidentiality with full archiving of every voice or web submission, a complete audit trail, and a robust case management tool. Our governance hotline provides a framework to initiate an investigation while ensuring proper documentation, from the researching process to resolving reported issues. Enjoy an integrated experience across all your communications with the Unison IR platform. With a single login, you can easily access and switch between your IR webcasts, IR website, press release distribution, regulatory filing, governance hotline, and WeConvene. Within one platform, you and your team will have an integrated experience across your IR communications workflow with one-click reporting, an interactive calendar, and actionable insights. -
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Equisolve
Equisolve
Our approach provides an immersive experience for investors and analysts while greatly reducing the workload for issuers. From mind-blowing designs to data-driven content strategy, your investors will be engaged in the experience. All our investor relations websites are built to ADA WCAG 2.1 AA, GDPR, CCPA, HTTPS secure, and also mobile responsive. You will enjoy the industry's only proactive client services that are both 24/7 and 100% U.S. based. Additionally, the Equisolve control environment is SOC 2 Type II audited and we support single sign-on (SAML) and multi-factor authentication while boasting the fastest and most reliable global infrastructure of any IR Website vendor as verified by an independent third party. All IR websites are designed and developed to be fully compliant with SEC regulations and exchange rules. That's the easy part, what sets us apart is our unique approach to content strategy and design. -
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Notified Unison IR Platform
Notified
Manage your earnings calls, investor days, press releases and filings, and your IR website within an integrated platform. With a single login, you can easily access and switch between your IR webcasts, IR website, press release distribution, regulatory filing, governance hotline, and WeConvene. Enjoy an integrated IR communications experience with one-click reporting, an interactive calendar, and actionable insights. With access to the Unison IR Platform, everything you need is at your fingertips. Whether you need to upload your next earnings release, schedule your next webcast, or look at some quick analytics for your IR website, you can do it all in one place. Central source for all applications, activities, at-a-glance key metrics for each activity, latest news, and direct access to customer support. Combined view of all IR activities, dynamically managed and displayed, with single-click links to all events and quick access to actionable reports. -
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LimeGoat
LimeGoat
We offer proprietary, multi‐function IR websites that communicate your stock price, news and pertinent financial information to current and potential stakeholders in a seamless, efficient, and fully SEC-compliant website module. Our IR website solution integrates seamlessly into your current website and far surpasses the current design elements and features currently on the market in our price range. With over 20 years of ad agency experience, we understand the importance of consistency and high-quality design. While we have worked on both high-profile brands and start-ups alike, we can be counted on to produce work that presents your brand in its best possible light. All of our IR sites use responsive design and acts as an extension of your current site. If you need a new corporate website, we can help you with that, too. As important as the design, aesthetics, and technology behind our IR websites are, of equal importance is the thought process that goes into what to put where. -
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EQS Insider Manager
EQS Group
The cloud solution for all your Compliance and Investor Relations needs. Digitize and simplify your Compliance and Investor Relations processes with our innovative software platform. Digitize your compliance workflows and store all compliance data in one place. Secure and efficient. Digitize your Investor Relations with innovative IR products and make your daily IR work efficient. Innovative digital compliance solutions & tools for compliance managers. We digitize your compliance and support you in your daily compliance work with our innovative compliance products. Compliance COCKPIT – All compliance solutions in one place. Compliance COCKPIT brings it all together: the most important compliance workflows in one integrated platform. Use our effective modules individually or in combination – as you require. Innovative digital solutions and tools for investor relations managers. We digitize your investor relations and support you in your daily IR work. -
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InvestorREACH
Interactive Telesis
The hard work of developing services and solutions that translate your business into advanced technology is what Interactive Telesis does for a living. With over a decade of experience and an impressive customer list, we have established ourselves as a leader in Computer Telephony market place. Every single day. We know that your business challenges comes down to solving complex problems and implementing solid solutions. That's what we are here for. To deliver products and services solid enough, flexible enough to meet today's challenging business environment. InvestorREACH allows investors and potential investors to have instant access to your latest corporate and shareholder information just by picking up a touch-tone phone. Investors get what they want in minutes, not days or weeks. Our automated system allows your Investor Relations personnel to spend more time working with analysts and brokers, and less time answering questions from individual investors.. -
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Stellar Fusion
Stellar Fusion
Our prebuilt and customizable models save investors valuable time by focusing on what matters and empower IR teams to communicate their financial narrative. Use our interactive models to reach faster investment conclusions & understand what really matters for a company. We provide high-quality segment-level data with interactive charts to take the pain out of financial modeling. Our platform covers a wide range of companies with integrated valuation and analysis tools. Empower your investor relations journey with Stellar Fusion. Customize your financial narrative, share it through our models, and establish transparent communication with investors. Gain awareness of investor interest and key focus areas of your financial model. Shape your financial story, attract more investors, and uncover valuable insights. Save time with our pre-built company models, easier and more effective analysis, and integrated DCF. -
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Quoroom
Quoroom
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.Starting Price: £9 per month -
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CommonSubDoc
Formidium Corp.
Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Why Choose Us? Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors. Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market. Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe. Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience. -
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Notified Investor Relations Websites
Notified
Present your financials, events, and ESG initiatives and provide easy access to critical information, improving transparency and accessibility for investors. With a dedicated website service manager and customer support that’s always available, you’ll have the resources and expertise you need. Create an exceptional digital experience for your stakeholders. You can choose from our portfolio of engaging layouts, customize your IR site to match the look and feel of your corporate website, or have us design it to your exact specifications – we make it easy. Choose one of our templates and customize it to your needs, or work with our design team on a non-templated website for highly customized design to achieve a unique look. All options are fully responsive and mobile-friendly to provide a seamless visitor experience. -
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eFront
eFront, a part of BlackRock
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. -
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Nasdaq IR Insight
Nasdaq
Partner with Nasdaq to learn how your company can maximize the effectiveness and value for your IR Program with Nasdaq IR Insight’s integrated workflow solution. Purpose-built for investor relations professionals. Supporting your workflow with tools and insights that make a difference. Premium content and functionality. Specifically selected across our partners and integrated to optimize your IR program. Since inception IR Insight has improved and evolved to enhance your ROI. Understand your ownership, target investors & contacts, set engagement goals and prepare for roadshows & conferences. Leverage Nasdaq’s industry-leading platform to access the latest news, corporate profiles, broker research, estimates & fundamentals and transcripts. With ConnectIR, you can seamlessly communicate and schedule meetings with the buy-side and sell-side directly from Nasdaq IR Insight. Leverage the power of IR Insight on your mobile device and within Microsoft Outlook & Excel. -
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TheInvestorNet
TheInvestorNet
Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. Customise your deal flow to enable efficient tracking of deals while collaborating with relevant internal and external stakeholders. Also access your entire deal landscape in one view. Access and Manage all portfolio companies in one place with on the fly creation of and collaboration on metrics data, milestones and others. Access all the deal data from the time it was sourced, evaluated and invested in. Manage your investor relations, communication and finances all at one place. Data is never deleted from the system. Only versioned or archived hence, recording the entire deal activity. -
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S&P Capital IQ Desktop
S&P Global
Today's investors expect news, financials and general information in real-time. The market moves quickly and your IR program is expected to keep up. The S&P Capital IQ desktop gives IR professionals the market insight they need to monitor analyst sentiment, track shareholders and benchmark against the competition. Start your day with immediate access to the market intelligence you need to perform at your best. Our new investor relations dashboard provides analytics built upon the IR workflow, including a customizable watch list of your peers, ownership analysis of your company, market charts, top industry news and key developments. Access broker research, models and industry reports in real-time. Easily understand why and when an analyst has been excluded from a consensus estimate. Track specific analysts and trace their estimates back to the underlying research report. Use our historical data to monitor revisions and consensus trends over time. -
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FundFormer
FundFormer
FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions. -
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DueDash
DueDash
We bring efficiency to startups and investors through interactions, engagement, and data insights. Get holistic fundraising and investor relations support. Find new investors, engage them, and close deals. If you are new to fundraising, check out our education platform, resources, and events to get you ready for your journey. Find the right investors, and get on the radar of matching angels, VCs, and CVCs for funding. Get ready for fundraising, create a data room that impresses investors, and close deals. Learn how to build an investable startup, deal with investor questions, and fundraise like a pro. Join monthly investor & startup events, access fundraising resources, and over $100K in credits. With our end-to-end investor relations platform and custom investor services, we increase efficiency and help investors make data-driven decisions while overcoming cognitive biases. Collaborate with your team to access deal flow, manage your pipeline & engage with startups.Starting Price: $42 per month -
23
ICO Whistleblowing
ICO Technologies
A unique platform allowing companies to build a relation with their staff, based on trust and safety. ICO Solutions provides software packages that are adapted to security, management and HR. Our experts—a key proponent of software development—have implemented these solutions numerous times. For this reason, they have a flawless mastery of all aspects relating to implementation. Thanks to our platform, our team can quickly customize all relevant links and data exchanges with our systems, based on your specifications. All of our tools have been conceived precisely for the purpose of meeting clients’ true needs. And so, we’re working closely with professionals in the fields and markets we serve. This tool ensures full process and whistleblower confidentiality, and meets the requirements of the “Law facilitating the disclosure of reprehensible acts towards the public bodies (L.Q.2016, c.374).” -
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Praexo
Praexo
Investor feedback and intelligence is of utmost strategic value. Use data analysis to leverage this knowledge efficiently and autonomously. Leverage NLP and machine learning tools to simplify your understanding on investor data. Identify, target and construct a long-term shareholder base with proprietary data. Involve your board and top management thanks to a transparent & collaborative solution. Collect, classify and analyse all your investor feedbacks. Interpret investor perceptions and expectations through powerful data visualisation tools. Facilitate the traceability of investor data. Spot trends and issues amongst your investor base. Get a complete and true investor profiling which allows you to build a complete and accurate picture of your targeting. Predictive analysis allows you to improve your perceptions of existing or new investors and differentiate your equity story. -
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compentum
compentum GmbH & Co. KG
Our whistleblowing software compentum is characterized by a variety of impressive features that enable you to create a transparent and trustworthy corporate culture: End-to-end encryption: all reported information is protected by robust end-to-end encryption, ensuring that confidential data can only be viewed by authorized individuals. GDPR compliance: We take the protection of your data seriously. compentum has been developed with the General Data Protection Regulation (GDPR) in mind to ensure that personal data is processed in accordance with the law. No registration necessary: We have designed the process so that whistleblowers do not have to fill out cumbersome registration forms. This makes it easier to use and encourages the submission of relevant reports. Hosting in Germany: All data is hosted securely on German servers to ensure the highest data protection and security standards. Ombuds service: We provide an independent ombuds service.Starting Price: €49 -
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Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
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FaceUp
FaceUp Technology
FaceUp provides a comprehensive anonymous reporting platform, including an ethics hotline and HR tools. It is a secure, intuitive, all-in-one solution, enabling employees and pupils to report issues or wrongdoing. Send anonymous reports through a dedicated website or the mobile app in just two easy clicks. The FaceUp Platform is a fully-featured, report management and engagement tool. With customizable reporting forms, and the absolute highest level of data protection and anonymity - speaking up never felt better! The platform is GDPR compliant, ISO 27001 certified, and offers E2E encryption and 2FA. FaceUp can easily be integrated through API with your company intranet, website, or app. FaceUp is compliant with the EU Whistleblowing Direction and Whistleblower Protection Act. It's trusted by over 3,700 organizations worldwide - with over 10,000 reports already made through our platform. Try a free 14-day free trial of FaceUp. Quick, effortless setup in less than 5 minutes.Starting Price: $49/month -
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NAVEX One
NAVEX
The NAVEX One Governance, Risk, and Compliance Information System (GRC-IS) helps to create a stronger corporate culture backed by business integrity because it unifies your risk and compliance program into one holistic solution. This provides a comprehensive view of your GRC program to better manage all types of risks that come from doing business such as employee actions, constantly changing regulations, and global events. This comprehensive system streamlines how your employees, third parties, and business processes work together. Our cloud-based suite of proven solutions helps you manage risk and compliance processes like onboarding new employees with ethics training and policy attestations, screening and monitoring third parties and automating business processes by integrating risk discovery and workflows. And with experience handling the data of thousands of customers, we know how to improve the bottom line with insights from data to drive better decision-making.Starting Price: Multi-Product Discounts -
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SpeakUp
SpeakUp
Are you receiving enough reports on fraud, corruption or other ethical wrongdoings? SpeakUp® is the easy, safe and complete whistleblowing solution. Be compliant to the EU Directive and create a SpeakUp culture. High barriers scare reporters away. With SpeakUp, people can share their concerns without barriers. This way, organizations encourage a speak up culture and avoid missing important cases. Whether you are a big or small, public or private, local or international organization. SpeakUp guarantees anonymity for the reporter. Personal data & business critical information are in safe hands. SpeakUp is GDPR compliant and provides the highest level of information security. People Intouch has been helping organizations all around the world to detect and manage misconduct since 2004. Don’t reinvent the wheel yourself: use our best practices. People Intouch will be your partner before, during and after implementation. -
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ingage IR
ingage IR
ingage offers a state-of-the-art IR software solution designed for mobility and enables low-cost, compliant, efficient and transparent engagement between investors and listed companies. ingage combines cloud hosted IT platform with a dedicated team of experienced industry specialists. ingage is an electronic marketplace enabling corporates and investors to engage directly and arrange access easily, efficiently and at very low cost. It is also a full service CRM system and IR software platform with comprehensive record keeping & reporting. We offer all the human overlay, expertise and full service you would expect and we systemize as much of the routine admin as possible to bring much greater efficiency and reduce cost. -
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Navatar
Navatar Group
Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers. -
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IR.Manager
Euronext Corporate Services
IR.Manager is the fastest, most responsive, flexible and comprehensive IR tool available. With easy-to-use features, IR.Manager saves time, and offers a flexible and powerful CRM, targeting and reporting functionality along with a global buy-side and sell-side contacts database. Manage relationships with institutional investors, analysts and other stakeholders. Keep a record of meeting history and meeting notes. Track your ownership through insightful intelligence sourced from leading financial data and IR service providers. Target new investors through advanced identification, qualification and screening solutions. An extensive range of features for your entire IR team. A more autonomous connection to buy-side and sell-side communities. View your agenda, investor profiles, meeting history and ownership data. -
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Deliver earnings, investor days, and webcasts as interactive experiences for your attendees. Provide company updates to your shareholders, analysts, retail and institutional investors, and the media by delivering your corporate events and financial results through conference calls, webcasts, and virtual or hybrid events. Trust our team to help you execute a professional event from start to finish. Our teleconferencing solution lets you take advantage of the scalability and customization of operator assisted conferencing with the convenience of automated entry. For your webcasts, you’ll have a dedicated service manager to help you with planning, logistics, and execution, and a platform built for interactivity and security. Create interactive experiences for your stakeholders and showcase your company's unique investment story. Whether you choose a virtual event, or a hybrid event that blends an online and in-person experience, we can help you deliver a memorable experience.
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Quartr
Quartr
Conference calls, transcripts, slide decks & reports. Easily accessible in one place. Browse through our list of 5000+ companies. Used by some of the most prestigious financial institutions in the world. Do what hundreds of thousands of other investors do. Use Quartr for free access to conference calls, transcripts, slide decks & reports. Besides our Beta IR platform, we have also created some third-party integrations, one of them is our Embedded Player. With just a few lines of code your company's latest presentation, together with the accompanying docs, will be instantly available on your website, and automatically updated once a new event has taken place. Automatically updated to the latest event. Average uploading time of 11 minutes. Easily embedded on your site with a few lines of code. Includes the accompanying docs. Skip straight to the Q&A. Collect listen/read data from investors. Intuitive user experience, with everything in one place.Starting Price: Free -
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AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
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Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
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Trusty
Trusty
We’ve put all the features you need (and more) into our secure web application. Publish your link to instantly comply with whistleblower protection laws around the world. No complicated software setup, no extra expenses. Our free whistleblower software saves you money, time, and headaches. If you have more than 50 workers in the EU or fall under US laws, then you are required to have a whistleblower hotline. Trusty is a comprehensive whistleblowing solution that meets and exceeds legal requirements. With Trusty free, you get our secure and compliant whistleblowing hotline. Already included are the necessary and useful features for managing your whistleblower reports. We believe every organization should be able to offer a secure and reliable reporting channel, irrespective of size or industry. We are a team of experienced entrepreneurs, which allows us to keep Trusty agile, independent, profitable, and free from any influence from outside investors.Starting Price: €49 per month -
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otris compliance
otri software
Structure and overview are basic requirements for the implementation of a legally compliant compliance organization. Communicating the growing number of procedures and guidelines, monitoring compliance, detecting violations and organizing appropriate measures quickly becomes a complex undertaking in medium-sized and large companies. otris compliance helps you to manage your company-wide compliance organization. Extensive document control functions enable you to manage the creation, release and distribution of all guidelines in a targeted and company-wide manner. Employees thus receive exactly the documents that are relevant to them. This is a fundamental prerequisite for policy-compliant work and thus for the prevention of violations. Ease of use through a software interface that has been thought through down to the last detail is a top priority in all otris developments. With little effort, the user learns how to work quickly and efficiently with otris compliance. -
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Vispato
Vispato
Vispato provides an anonymous way to communicate with stakeholders and employees – making them feel comfortable to report any concerns. With end-to-end encryption, access controls, ISO 27001 servers, and more, you can be confident that the only people with access to your data is you. Vispato is user-friendly, modern software built for the 21st century. Employees require no training or consulting to use it. Schedule a demo and have everything set up today – with no consulting upsells or lengthy sales process. Suitable for companies of all sizes and configurable to deal with any forms of anonymous misconduct reporting. Compliant with all major global whistleblowing, data privacy, and data residency laws.Starting Price: €99 per month -
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#NotMe
NotMe Solutions
The #NotMe platform is a next-generation patented end-to-end whistleblowing, investigation and case management software for people and organizations tired of tools (hotlines, web forms, etc.), processes, and systems that are not trusted (and as a result not used) by the very people (employees, students, etc.) who are supposed to use them in the very first place. #NotMe is an ethical system that fosters corporate integrity and helps organizations manage and mitigate risks while building trust with their people. The concept of #NotMe provides a fair game for all, motivates and engages people in participating in the creation of safe places, and provides a greater ROI for organizations. It is the ultimate solution to safe whistleblowing and reporting safety issues at work and in your communities. Protect and empower whistleblowers and get to the root cause of problems faster.Starting Price: Free -
41
Whistleblower Software
Whistleblower Software
Whistleblower Software is an industry-leading solution that offers the most comprehensive platform for reporting wrongdoing. It's easy and flexible so you can set it up in minutes, yet powerful to meet any need your organization might have - private or public sector. Trusted by organisations in 80+ countries, Whistleblower Software enables confidential or anonymous two-way communication between whistleblower and organisation. This solution is specifically built to be compliant with the EU directive as well as other regulations locally and globally. We go to great lengths to secure our users' data. Data integrity is always our first priority - End-to-End encryption, ISO/IEC 27001:2013, ISAE 3000, ISO 27001 servers, penetration tested.Starting Price: €70 per month -
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Granite Whistleblow
Granite
Effective protective and agile treatment process. Simple solution for EU Whistleblower Protection Directive compliance. Granite Whistleblow is an EU Whistleblower Directive compliant, ready-to-launch solution. Easy-to-use and cost-effective case management tool makes it easy to create a secure, anonymous reporting channel to receive messages, assign controls and prove compliance with the EU Whistleblower Directive. Cost-effective solution for secure, anonymous reporting. Get on top of misconducts before they get out of hand. Lead your operations based on up-to-date, conclusive data. Meet EU Whistleblower Directive simply and securely. Start effective and results-oriented risk management today by starting your 30-day free trial. Easy-to-use Granite Whistleblow ensures smooth development of risk management. Try it for free and implement without unnecessary hassle. Effective business development with purpose-built tools. -
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Whistleblower+Plus
RiddleCompliance
Whistleblower+Plus will strengthen all aspects of your ethics & compliance program with its data and analytics tools, customization, and flexibility. It truly is the right solution for every compliance department! The only compliance software your company will need. From anonymous reporting tools and case management, to policies and procedures acknowledgements, employee approvals, and management of conflicts of interest. A user-friendly layout ensures ease of use and facilitation of important tasks. All features can be turned on or off depending on need. Region and language designations can be modified for multinational organizations. One solution for all your compliance controls and company-wide initiatives. Track anonymous reports and investigations, review training completions and employee approvals, manage conflicts of interest on a routine basis. -
44
Spot
All Turtles Corporation
See how customers have adapted Spot workflows to their culture and policies. Use Spot to scale delicate internal communication between employees, managers, and HR. Spot gets higher follow-up engagement from employees than other solutions. Acting as a neutral third party, Spot offers chatbots and anonymous email to keep lines of communication open. Spot takes manual, error-prone internal workflows and creates user-friendly experiences that reduce risk and wasted time. With guided workflows built for your policies, you get fewer incidents on your desk that never should have ended up there in the first place. Scale sensitive communication by offering multiple channels for HR and employees to continue conversations, anonymous or not. Your data should work for you. Spot can integrate with your existing systems, and we never charge you for access to your data. -
45
GAN Integrity
GAN Integrity Solutions
Infuse ethics & compliance into every aspect of your business, work holistically with data, and seamlessly collaborate with stakeholders with GAN’s integrated compliance management software. Overloaded with spreadsheets, shared drives, emails, and web portals? Connect your entire compliance program with a single integrated compliance solution that centralizes every compliance process, every risk, and every mitigation effort in one place to give you the answers you are looking for right when you need them. Leverage holistic reporting and advanced analytics to surface powerful insights and expose hidden risks. Spot early risk indicators with integrated analytical dashboards that can visualize and aggregate input from every compliance process in a single view. -
46
whiblo
braf.tech
whiblo is an internal SaaS application for reporting threats or harm to the public interest in the context of work in your organization. whiblo is an intuitive and efficient solution that guarantees anonymity for whistleblowers during the whole process and gives them level of security not provided by other internal channels. In terms of data storage, the application uses the infrastructure provider’s ISO 27001 certification. Regarding the security of the information stored and access to it, security and penetration tests have been performed by an independent auditor. The system has been designed in accordance with the OWASP standard. The application offers: - reporting threats in compliance to Directive (EU)2019/1937 and local regulations - anonymity - users profiles - additional fields in forms - possibility to add attachments on both sides - reportsStarting Price: €38/month -
47
IMS
RealPage
Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. -
48
Foundersuite
Foundersuite
Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.Starting Price: $44 per month -
49
Sequire
SRAX
Search and identify key shareholders to uncover buying and selling behavior. Analyze activity from your market makers and see the biggest gains and losses over periods of time. Take an in-depth look at each institutional investors’ contributions, including how many shares they own and the total value. As part of every managed campaign through Sequire, you receive a customized and targeted media plan defining goals, strategy, specific tactics, and measurement. Sequire’s network of over 5 million active investors enables us to target specific communities of investors across display, email, and social platforms. Our goal is to help you better communicate with shareholders and drive interest from like-minded investors. We continuously report on performance metrics and make ongoing alterations to optimize reach with your target audience. -
50
Issuer Direct
Issuer Direct
Engage audiences anywhere. Take control with virtual event technology. Connect audiences digitally with Issuer Direct’s Virtual Event Platform. Platform id. features Issuer Direct’s cost-effective, cloud-based Disclosure Management System, a premier newswire service with an analytics tracker, an investor targeting service and custom investor relation feeds. There’s no other communications and compliance platform on the market with this number and caliber of features and services. Issuer Direct® is an industry-leading communications and compliance company focusing on the needs of corporate issuers. Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with producing and distributing financial and business communications. Issuer Direct serves thousands of companies around the globe in 18 countries.