OPALCRM Alternatives

Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.

Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.

Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents. All modules use the same background data model, eliminating the need to harmonize code streams and protocols. Portfolio managers, risk, and accounting continuously see exactly what the trading desks see, from market open to close. Front-, middle-, and back-office users can perform their functions and securely operate across desktop, web, and mobile user experiences.

Capital Banking Solutions is a leading provider of end-to-end integrated banking software solutions for financial institutions across Europe, Africa, Middle East and America. Founded in 1997 with the purpose of helping financial institutions innovatively drive market change, Capital Banking Solutions supports over 200 Banks and financial Institutions worldwide. Capital Banking Solutions offers a full suite of open-architecture and modular products for Financial Services Industry covering Universal, Retail, Corporate, Private, Family offices, Management Companies and Islamic banks. Ranked among the top vendors by IBS Intelligence and global players by Forrester, Capital Banking Solutions is being recognized as one of the most powerful Financial Technology Providers. Capital Banking Solutions also provides a full portfolio of best of breed products to bolster key banking functions such as Wealth Management, Compliance and Risk management, and Digital Banking.

Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry.

Say goodbye to marketing chaos, isolated decisions, misaligned work, missed deadlines and burnt out teams. Say hello to Opal, the platform for marketing collaboration. Break down silos to provide visibility to campaigns and content across your organization. Remove barriers to tell an aligned story throughout the entire customer journey. Replace spreadsheets, decks and email threads with a unified workspace to increase team efficiency. Discover the marketing platform that redefines how you plan, create, and calendar content. Opal enables brand builders to anchor all of their channels and campaigns in one place. Teams that trust Opal experience tight alignment, high levels of efficiency, and the ability to see their work through the eyes of their customers. Empower your team to strategize together using Opal’s free-from-planning space.

Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution.

Model N delivers an end-to-end platform empowering companies to maximize revenue as they transform Sales, Marketing, Channels, Finance, and Legal processes. Model N’s revenue management solutions help you maximize revenue by transforming siloed, tactical activities into strategic end-to-end revenue processes through automation and intelligence. Revenue Cloud bridges the gap between front-office and back-office activities providing a unified system of record for all revenue execution. Model N allows customers to easily configure and quote complex products, quickly come to terms on complicated contracts, have more accurate and timely channel data ensuring visibility into channels, and efficiently manage incentive programs avoiding overpayments. Model N Rebate Management helps you better engage your channels to improve and optimize revenue.

Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. A strategic commitment to empowering our customers by enhancing the experience with one platform, one view of your portfolios across public and private markets. Investment, wealth and alternative managers, asset owners, and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance.

TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. The combination of two trusted, best-in-class SaaS platforms creates a new standard in trading, portfolio & real-time risk solutions. TS Imagine reliably streamlines complex and time-consuming workflows across front, middle, and back-office functions. Unifying order management, trade execution, portfolio analytics, real-time risk & compliance, margin, accounting and operations with secure, cloud-based, SaaS delivery. TS Imagine is used by 500 financial institutions and has 400 employees across ten offices worldwide, with IT infrastructure in every region to deliver global reach with stable local presence.

We offer affordable and flexible pricing structure enabling MFIs to benefit regardless of their size. Take your software to the next level by optimizing it to your microfinance environment. Tell us what you need and we'll make it happen! OpenCBS always takes into consideration the user throughout the entirety of the development process. OpenCBS Cloud is a flexible and scalable Core Banking System which can be deployed within weeks, rather than within months or years for legacy Core Banking Systems. OpenCBS Cloud has a very user-centric interface, allowing financial institutions employees to perform their tasks efficiently. Functionalities, including all key front-office and back-office features, make the system ideal for Microfinance Institutions, Cooperative Financial Institutions, Digital lenders and medium-sized banks.

Unparalleled business success for enterprise staffing firms. Erecruit offers the most innovative, cutting-edge and complete enterprise staffing software, designed by staffing experts, for staffing experts. Our highly integrated suite of front-office, middle-office, vendor management system (VMS) and onboarding modules makes it the most comprehensive, all-inclusive platform for all major verticals within the staffing industry. Erecruit is designed to meet the needs of large, multi-region, multi-division staffing firms that operate numerous lines of business and want to incorporate best practices into their business operations. Consolidating sales, CRM and recruitment capabilities within Erecruit’s enterprise staffing software, and combining them with the most powerful business process configuration tools available gives staffing firms unparalleled control over business success. Designed to increase operational efficiencies and speed data entry.

Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc.

Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.

Securrency is powering global digital assets marketplaces with compliance-aware tokenization, as well as account management services, liquidity settlement, analytics, and reporting for asset issuers, brokers, exchanges, and banks. Our blockchain-based, institutional-grade capital markets platform is designed with a unique, patented compliance-aware token framework. It meets the high regulatory, liquidity, and performance requirements of market-leading financial institutions. Tokenize any asset with the industry's most comprehensive, patented compliance technology, expand investor access, and unlock the value of digital assets with Securrency’s capital markets platform. Asset managers, banks, broker-dealers, wealth managers, and marketplace operators can accelerate their adoption by tokenizing any asset in a compliant way. Blockchain-enabled digital assets are the future for public markets, bringing greater efficiency and automating compliance.

eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives.​

Accelerate the growth of your wealth management business with a modular and comprehensive platform. The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilizes the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of customers’ wealth, what’s accessible, and which actions to take. We can deliver end-to-end wealth management solutions, from flexible customer-facing services, to robust and market-leading back-office solutions. For financial service providers, WealthMapper accelerates your ambitions for growth via pre-integrated best-in-class solutions and services. For consumers, it is a tool to enable visibility, accessibility, and actionability toward their finances.

We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth. Our end-to-end trading, treasury, risk management and regulatory compliance solutions enable financial institutions to consolidate and streamline their operations. We serve global, central and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds, stock exchanges and clearinghouses, securities services providers and corporates. Our targeted solutions and services are powered by exceptional people driving innovation at scale. Risk and regulatory reporting solutions. Meet your immediate regulatory reporting requirements while creating long-term value. Front-to-back solutions for capital markets and treasury. Single source of truth, enabling quicker decision-making and efficient operational processes. You're fighting an uphill battle to manage huge volumes of trades through the transaction life cycle.

Academia TMS is a unique software for training/coaching institutions, it helps and assists training institutes to provide better, more systematic, and streamlined operations leading to effective, controlled, consistent, and managed operations that trigger growth and efficiency in the institution.

Lumina Treasury is a complete front-office trading and portfolio management solution that manages the day-to-day business of financial institutions for their own and third-party positions, including trading and treasury desk, client and mutual fund portfolios. It provides a series of tools for the administration of cash flows and balances, accumulated and projected liquidity, exposure, curve-based risk management, currencies, indexes and options. The application calculates daily, monthly and annual P&L on a portfolio basis, including the primary risk factors. The product coverage includes plain vanilla instruments, derivatives, exotic derivatives and structured products, as well as Latin-American local products with real-time evaluating using fresh market data. Lumina Treasury can be used as the central trading application or as a warehouse integrating all transactions and positions from other applications through the use of the vast universe of interfaces (Propietary API).

Redefine and elevate your customer relationships with NetSuite CRM+. A complete, front-office solution for today's modern businesses, NetSuite CRM+ provides users a 360-degree view of their customers in real time. It offers a wide range of capabilities to ensure a a seamless flow of information throughout the customer lifecycle--from lead, through sales order and fulfillment, to renewal, upsell, cross-sell, and support. It also integrates with leading accounting, ecommerce, warehousing and shipping applications.

At Aptivio, we’re the future of sales. Our all-in-one AI platform positions companies to achieve sustainable growth today and tomorrow. We leverage artificial intelligence to free up sales reps from mundane tasks. Aptivio helps Chief Revenue Officers with opportunity discovery, revenue conversions, unifying sales and marketing, and optimizing the selling experience. Our Buyer Intent AI platform empowers sales reps with real-time signals and actionable insights to anticipate the needs of customers before the competition. Aptivio offers seamless user experience and adoption that’s self-service and easy to instantly set up. We reveal buyer intent and sales-ready opportunities within 48 hours, tailored to your go-to-market playbook. We’re backed by Panoramic Ventures and Quake Capital and deliver sales pipeline growth to market-leading firms such as Capgemini, Tonkean, LexisNexis, and more.

eZee Absolute is a complete hotel management system which helps hotels in automating operations right from front-office, back-office, check-in, check-out, reservations, billing, housekeeping, and many more. eZee Absolute helps hotels to improve the guest experience they impart and increase their revenue. eZee Absolute is a perfect fit for all types and sizes of accommodations viz. hotels, motels, guest houses, B&Bs, serviced and boutique apartments, hostels, and even hotel groups.

As a leading Virtual Data Room platform, CapLinked makes it faster, safer, and easier to manage business transactions in the cloud. CapLinked’s secure platform provides companies with easy-to-use tools for capital raises, asset sales, mergers & acquisitions, real estate deals, investor & board reporting, business development negotiations, and other types of complex business transactions. The Wall Street Journal called CapLinked “the go-to place for setting up and closing deals,” and Inc. Magazine named CapLinked to its list of 5 Back-Office Tech Innovations. Founded in 2010 by Eric M. Jackson (PayPal’s first head of US marketing) and Christopher Grey (former private equity and investment banking executive), CapLinked is based in Los Angeles.

A Matching Engine is the core mechanic of a digital exchange which matches up bids and offers to execute trades. The me algorithm keeps a record of all open orders in a market and generates new trades if the two orders can be fulfilled by each other. User initiates request to load balancer. Load balancer delivers information to frontend server. Front-office validates request and sends it to order matcher server. Order matcher receives request and executes it immediately or inputs order into order book for execution. Front-office receives updates from order matcher and updates the information for user back-office services. Market data service then publishes public updates to public web sockets. Market data service aggregates information into charts bars and writes it to the market database.

Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.

Denim Social is a social media management software company that provides tools to empower marketers in regulated industries to manage organic social media content and paid social media advertising on one platform. Trusted by more than 250 institutions in banking, insurance, mortgage and wealth management, Denim Social enables brands to engage consumers on social media, deepen relationships with communities and close more deals while staying in compliance. Denim Social is the only ABA-endorsed social media management platform for banks and financial services firms. Learn more at denimsocial.com.

XENTIS, the integrated, modular investment management system designed to manage the entire investment lifecycle. XENTIS is today’s choice for leading investment companies and is currently used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS’ comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations.

Precise consumer engagement & payments everywhere. In life, there are financial obligations people can navigate…and some they can’t. To engage consumers effectively, it’s essential to know where they are in that financial journey. RevSpring leverages what we know about people to predict payment outcomes so we can improve them. RevSpring leads the market in financial communications and payment solutions that inspire action—from the front-office to the back office to the collections office. North America’s leading healthcare organizations, revenue cycle management and accounts receivables management companies trust RevSpring to maximize their financial results through dynamic and personalized print, online, phone, email and text communications and payment options. Using proprietary data analytics to tailor the engagement workflows to fit individual circumstances and preferences, RevSpring solutions improve the consumer financial experience and drive better outcomes.

OPALS Open-source Automated Library System is a powerful cooperatively developed, Web-based, open source program. This alternative technology provides Internet access to information databases, library collections and digital archives. Many school, college, research, business, religious and library union catalogs (that provide ILL services) use OPALS. There is no need to install software or purchase expensive computer hardware or software licenses to implement this powerful, turnkey Internet accessible system. The “total cost of ownership” of this standards-based, Web-based, feature rich software is demonstrably and undeniably sustainable. We can host and maintain OPALS on our servers or we can work with your IT colleagues to install and support it at your site. Experienced programmers and technical support staff update and maintain the program, giving this open source initiative a responsive, dependable support framework that is essential for institutions that serve the public.

One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making.

We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.

Lead Capsule is a premier cloud-based software that provides customer relationship management (CRM), lead management, lead aggregation, lead generation, lead distribution, lead commerce, and affiliate marketing solutions. Simple yet powerful, Lead Capsule enables you to simplify the management of your clients, vendors, affiliates, advertisers, and sales force as well as delivers leads accurately and quickly to any CRM. The platform also offers other key features such as pipeline management, activity tracking, prospecting tools, and source tracking.

Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.

MedClarity is Medusind's turnkey RCM technology. MedClarity is a robust, web-based medical billing and practice-management software. The solution comes with a range of tools to enable medical practices of all sizes to take full control of their front-office and revenue operations. In addition to offering intuitive navigation and workflows, MedClarity boasts an advanced rules engine for clean claim submission, smart scheduler, comprehensive reporting and business analytics, real-time insurance eligibility verification, denial management and claim status lookup, and integration more than 30 EMR platforms.

Online Real Estate Software is the way of the future just like "faxing" was 20 years ago. Those agents/brokers who capitalized on the new technology were able to be more productive and make more money. They revolutionized the business and set the standard for the next decade. Now more than ever you have to be mobile to be productive and competitive, Those who use and trust our Real Estate Software are more efficient and make more money. Our inherently complex online system is surprisingly simple to use, and is set up within minutes. You can instantly automate all your tedious tasks, enabling you to reduce overhead, risk, liability, and human error. In addition, you can manage your front-end, public, marketing, and back-office websites with one login. Below are some of the features that can save you time and money.

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.

Quantifi is a provider of risk, analytics and trading solutions for the global financial markets and commodities industries. Quantifi is trusted by the world's most sophisticated financial institutions, including five of the six largest global banks, two of the three largest asset managers, leading hedge funds, insurance companies, pension funds and other market participants including one of the largest global commodity firms. Quantifi's integrated framework delivers accurate analytics, comprehensive risk management, cross-asset trading, front-to-back operations, position management, market, credit, counterparty and liquidity risk management, margining, and regulatory reporting all on a single platform. By applying the latest technology innovations, Quantifi provides new levels of usability, flexibility, and integration. This translates into dramatically lower time to market, lower total cost of ownership and significant improvements in operational efficiency.

Fields operation management system application allows the sales representative to plan their daily / weekly / monthly schedule detailing the outlets which they would be visiting. Respective managers have a provision to review the Journey plan and approve them. Periodic sales targets can be set and their performance can be measured against the targets at different time periods. Your Smartphone is no longer just a Smartphone. It’s going to be your portable sales office. You can create your lead and track them to closure, log your Orders, check your sales performance and stay in pace with the work opportunities anywhere you are. With simple and easy to use GUI, designing and automating your business processes have never been easier. Manage your business processes such as Lead approval, Activities, and much more through the flexible approval system. For trading, manufacturing industries, our CREST ERP will help in managing business operations.

The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.

Sellxpert is a Customer Relationship Management (CRM) software designed specifically for the real estate industry. It aims to streamline lead and client management for realtors. Sellxpert comes with features such as follow-up management, site visit management, commission management, team management, back-office management, and marketing integrations with platforms like Facebook, WhatsApp, emails, and Magicbricks, among others. it is basically a customer relationship management (CRM) software that is ready to serve you with all the needs of a realtor, from managing idle properties which are ready to be sold, to cash, inventory, associate management, managing the commission, generating and managing leads, managing dates for site visits so that there are no clashes, customer management and following up after the sales are done, referral management for when you get referred customers by your satisfied client

Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.

The examples of using products of SoftControl for Information security of the commercial organizations. Solutions for Information security business. Proactive protection against breaking by hackers, malicious codes, insider threats. Control and monitoring the staff. Solutions for complexes APCS and specialized software. Centralized management of security. The policy of information security of banks: SoftControl’s solutions for protection of the bank’s infrastructure. Solutions for protection of software of ATMs, front-office and back-offices. Protection of banking e-documents. Protection of business correspondence and confidential data transmitted to recipients by e-mail as attachments. Compliance with the requirements of PCI DSS and the Central Bank of Russia.

Brokers Management System by Software Tree is a hosted real estate solution that includes Front Desk Manager, Account Transaction Management (ATM) Backoffice, and Agent Portal. Powerful and scalable, Brokers Management System provides cost-effective tools for single and multi-office companies. Key features including appointment booking and reports, agent messaging, listings, caller co-ordinator and leads management, agent billing, commission checks, and more.

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.

Buildout is the software used by top commercial real estate companies to power their marketing and brokerage operations. Now offering database, pipeline reporting, and back-office tools—Buildout enhances your entire deal cycle in a single platform. We believe the future of CRE dealmaking is tech-powered but broker-led. We designed our solutions to boost your relationship-building and deal-making superpowers so you can get more deals done. Create property websites, proposals, emails, and more in an instant. Generate and qualify leads. Make every step of your business faster with our innovative marketing solution.

The unified platform for enterprise data analysis. Provide your teams with a single environment for all your analytics needs, including data science, modelling, visualization, business dashboards and application development, all the way through to production deployment. Gain consolidated, in-depth insights into risk metrics across all systems for real-time front-office trading and intraday risk management. Optimize capital allocation and ensure regulatory compliance with FRTB, LCR, IFRS 9 and more. Based on our proprietary ActivePivot technology, leveraging Python and Java with a strong focus on collaboration, Atoti+ brings together the builders and consumers of analytics applications to accelerate and streamline the design and development process. Innovative data analytics that empower financial services firms to be ready for the unexpected. Integrates with existing databases, risk engines and BI tools.

Streamline all aspects of your back-office business processes with Garradin, Bravura’s comprehensive private wealth and portfolio administration solution that gives you the power to manage all your administration and reporting needs from a single system. Garradin is a leading private wealth and portfolio administration solution, uniquely placed to meet the administration needs of a diverse range of investment vehicles, including retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and tax. Built on an open and scalable architecture, Garradin’s modular and easily configurable design delivers unparalleled flexibility and operational efficiency and supports business growth. By consolidating your systems onto a single platform, your business can create a platform for the future that’s focused on enhancing customer, business, and compliance outcomes. Garradin platform gives you access to the most comprehensive private wealth solution.

Ideal for agents, teams and brokerages looking to increase their productivity. Discover how Propertybase helps you turn leads into life-long clients. Propertybase and Lone Wolf offer the industry’s most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More making every step from search to sale an intelligent and seamless experience. See how we pair IDX websites, CRM, and back-office tools that help real estate professionals meet the demands of today’s challenges. Technology will never replace the value of real estate agents. Propertybase provides the tools you need to automate time-consuming tasks, reach more consumers, and drive your business forward. Propertybase Salesforce Edition helps real estate businesses in 60+ countries grow with market-leading technology. Designed to drive collaboration and performance, Propertybase GO is the ideal software to grow your brand.