Audience

Investor portal for asset and investment managers

About InvestorFlow

Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report.

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Integrations

API:
Yes, InvestorFlow offers API access
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Ratings/Reviews

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Company Information

InvestorFlow
Founded: 2009
United States
www.investorflow.com

Videos and Screen Captures

InvestorFlow Screenshot 1
InvestorFlow Screenshot 1 InvestorFlow Screenshot 2 InvestorFlow Screenshot 3
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

InvestorFlow Frequently Asked Questions

Q: What kinds of users and organization types does InvestorFlow work with?
Q: What languages does InvestorFlow support in their product?
Q: What kind of support options does InvestorFlow offer?
Q: What other applications or services does InvestorFlow integrate with?
Q: Does InvestorFlow have an API?
Q: What type of training does InvestorFlow provide?

InvestorFlow Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

InvestorFlow Additional Categories