Alternatives to Passthrough
Compare Passthrough alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Passthrough in 2026. Compare features, ratings, user reviews, pricing, and more from Passthrough competitors and alternatives in order to make an informed decision for your business.
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
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AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
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Anduin Fund Subscription
Anduin Transactions
Anduin is revolutionizing fund management with digitized fund subscriptions, real-time status, and streamlined fund operations. Our intuitive investor onboarding workflow improves the investor experience and drastically reduces the NIGO rate of documents by bringing clarity and efficiency to fund subscriptions. How it works: We digitize your subscription agreements along with tax forms, so you can focus on distributing subscription packages and tracking how investors engage with your documents. 1. Anduin digitizes the form provided by counsel, creating an intelligent smart form. 2. We pre-populate the form with investor data from previous fundraises. 3. The fund manager invites investors to complete the smart form and sign the limited partner agreement. 4. The subscription package is countersigned and documents or data can be exported for the fund admin. Visit www.fundsub.io to arrange a demo. -
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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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Moonfare
Moonfare
Join more than 1,800 individual investors who have come together through Moonfare to invest €1B in private equity. Invest in top tier funds from some of the world’s most legendary firms. All with minimums from €50,000. Benefit from what institutional investors already know, the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19%, outperforming the S&P 500 by 13%. With todays’ environment of negative interest rates, volatile public markets and difficult to source real estate deals, private equity offers investors a smart alternative. Moonfare breaks down the barriers with low minimums, a fully digital process and a unique secondary market. With Moonfare you can invest by selecting funds individually and by choosing one of our Moonfare Portfolio products. Twice per year we also make existing fund investments available at an auction via the Moonfare Secondary Market. -
6
FundCentre Reporting
SS&C Intralinks
FundCentre Reporting is an AI-powered investor portal from SS&C Intralinks designed to modernize fund reporting and investor communication. Formerly known as InvestorVision, the platform helps general partners provide limited partners with secure, transparent, and on-demand access to critical fund data. It supports clear investor communications, accurate reporting, ILPA template standardization, integrated account data, and visibility across funds and investment information. FundCentre Reporting helps alternative investment firms streamline investor relations workflows while improving transparency and reducing reporting complexity. The platform is part of the broader FundCentre AI ecosystem, which supports fundraising, onboarding, reporting, investor visibility, and managed services for alternative investments. FundCentre Reporting helps firms deliver a more secure, frictionless, and professional investor portal experience across the fund lifecycle. -
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Arch
Arch
Manage new investments, updates, taxes, capital calls, distributions & financial statements all in one place, seamlessly. Arch connects with the back office for each private investment, receiving all documents and communications in a secure, aggregated platform. Arch keeps your account up to date, adding a layer of automation to investment management tasks. Arch manages all documents and communications, providing better organization, data, and insights for private investments. Securely share all investment updates and investor information in an easy-to-use, standardized, and efficient platform, saving funds' and fund admins' time, while providing a better experience for the fund and its investors. Track the completion of key tasks and automatically follow up with investors, reducing firm time spent on administrative tasks. -
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Verify Investor
Verify Investor
VerifyInvestor.com is the leading resource for verification of accredited investor status as required by federal laws. Get started now — It’s fast and easy. Companies just need to sign up, give us the emails of the investors they’d like to verify, and pay. Investors fill out a simple questionnaire, make a few certifications, and upload supporting documentation. Most users will spend less than 5 minutes on our site to complete the process. Companies can rest assured that use of VerifyInvestor.com meets the new federal requirement of taking “reasonable steps” to verify their investors. Investors can always rely on us to securely manage their confidential information—safe from any unauthorized and prying eyes. All verification reviews are conducted by licensed attorneys who are bound by professional ethical codes and duties of confidentiality. Investors have the option to hide their personally identifiable information so that even the reviewers will not see it. -
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Flow
Flow
Flow's open architecture connects investment managers with their limited partners and service providers. It offers integrated solutions for virtual data rooms, investor onboarding, and investor portals, enabling firms to manage limited partner relationships across the entire investment lifecycle. The platform facilitates secure document sharing, simplifies the onboarding process with digital fund subscriptions, and provides a centralized portal for fund reporting and communication. Flow's open-architecture technology and flexible API allow seamless integration with third-party vendors, enhancing operational efficiency. Trusted by over 20,000 LPs and more than 300 private investment firms, Flow aims to deliver a best-in-class LP experience by reducing operational overhead and improving stakeholder engagement. Provide all fund stakeholders with a single source of truth for fund reporting, documentation, and communication. -
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Fundamental Portal
Fundamental Portal
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a streamlined approach to capital raising, providing users with professional, secure, and simple interfaces in order to facilitate efficient investor interactions. Fundamental Portal ensures a seamless experience for both investors and capital raisers: 🚀 Facilitates quick soft commitments 📈 Enables funds to be raised in minutes 🔄 Streamlines distribution workflows 📄 Allows real-time document sharing But that's not all. As an add-on, Fundamental Admin complements Fundamental Portal with comprehensive back-office support. Say goodbye to administrative burdens as Fundamental Admin was created to allow fund managers to focus on capital raising and growth.Starting Price: $1500/yr -
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Nasdaq eVestment
Nasdaq
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. -
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Proteus
Proteus
Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation. -
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EarlyIQ
EarlyIQ
EarlyIQ is the leading provider of simple, secure online diligence and compliance solutions for private financial markets. EarlyIQ helps investors, companies, angel groups, hedge funds, and online platforms comply with the heightened accredited investor verification burden. Investors are verified in 3 simple steps (our process) in an easy, 100% online process that takes less than 10 minutes to apply. EarlyIQ goes beyond ”reasonable steps” with the only accredited investor verification service offering positive identity authentication to reduce fraud. Plus, investors’ personal data remains private and is never shared with the issuer. With 256-bit encryption and extended validation, EarlyIQ offers the latest and most comprehensive security in the industry. Our platform features an accredited investor dashboard where issuers can view all of their investors’ accreditation status at a glance.Starting Price: $69 one-time payment -
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Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
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AppFolio Investment Management
AppFolio
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.Starting Price: $600 per month -
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WOWS Investment Portal
WOWS Global
The WOWS Investment Portal connects startups and SMEs with global investors, facilitating primary and secondary equity raises. It offers a user-friendly interface for showcasing companies, tools for capital raising, equity management, and investor matchmaking. Key features include: - Showcasing Companies: Present businesses and upload pitch decks. - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.Starting Price: $249/month -
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SPV Hub
SPV Hub
SPV Hub is a modern platform for angel groups, syndicates, venture funds, family offices, and emerging fund managers to create institutional-grade SPVs, manage investors and funds, and streamline portfolio reporting and performance tracking. Whether you're launching your first SPV or managing a portfolio of investment vehicles, SPV Hub provides the technology and operational support needed to run professional, scalable investment operations.Starting Price: $6,000 -
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RAISE
RAISE Technologies
RAISE is a cloud-native, unified fund management software built for alternative investment firms, including private equity, venture capital, real estate, and private credit, that consolidates fund administration, investor management, portfolio monitoring, compliance risk assessment, and reporting into a single, integrated system. It automates end-to-end workflows across the full fund lifecycle, from investor onboarding, capital calls, distributions, and NAV calculations to real-time performance tracking and detailed analytics, reducing manual tasks and improving operational efficiency. It provides live dashboards for instant visibility into fund performance and investor activity, customizable reporting, scalable infrastructure, and industry-leading security to ensure data protection and global access from any device. RAISE also includes a secure investor portal with built-in communication tools, document sharing, task management, and personalized dashboards to enhance transparency. -
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DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
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Venture360
Venture360
Our complete software solutions paired with back office accounting and tax services make our firm unmatched in the industry. We’ll save you time by unifying your investment processes in one place—from deal flow management to closing investments with invoicing and eSigs to portfolio tracking to analyzing performance to (well, you get the picture). The same place you manage your investment processes is the same place where all of your investor reporting and fund management occurs. This creates one seamless system for all your needs. There is nothing like powering your capital raise with Venture360, so go ahead and place our investor registration link on your website and start raising capital today. Our plug and play solution powers your white-labeled platform for connecting with investors, tracking commitments, closing a round, managing your cap table, and seamlessly reporting though an investor login portal. It’s all here, so let’s get started. -
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Sargon
Sargon
The technology and infrastructure powering forward-thinking funds. Sargon provides financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds. Operating across Australia and New Zealand, Sargon's powerful combination of modern technology, financial licences and industry experts navigate regulatory complexity, security and compliance so our clients can focus on what matters most: building a better future. We're not burdened by old systems, or a culture that has failed customers. We're first and foremost a trustee, purpose-built to serve investors' best interests. Our next-generation trustee cloud infrastructure provides a radically better experience for our clients, delivering transparency, control and more scalable and reliable operations. We reduce cost and complexity, and help to improve investor literacy and outcomes. -
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Fund-Studio
Fund-Studio
For hedge fund managers, CTAs, asset managers and family offices, FundStudio’s real-time operations and reporting platform and outsourced managed services provides complete knowledge of fund or managed account conditions -- and the tools to manage them. Capture orders and trades via realtime FIX, uploads, programmatic API or on-screen manual data entry. Allocate orders to accounts, strategies and more. Apply compliance rules such as position limits or mandated asset-class restrictions, or complex programmatic rules such as leverage bias. Run real-time intra-day P&L. Define multiple views of aggregate or sliced-and-diced data in real-time "pivot tables". Manage all cash movements including trade settlements, margin, coupons and principal. Run cash projections and more. Meet investor DDQ requirements by shadowing your fund administrator to produce NAV at the master-fund level as well as associated feeder funds or investor subscriptions. -
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bunch
bunch
bunch enables top funds, investors and founders to seamlessly transact and securely operate through an all-in-one platform. Leverage our partners or integrate your preferred law firm to set up your entity digitally. Let your investors subscribe to your fund digitally with integrated KYC & AML checks and electronic signatures. Leverage our AIFM to reduce the regulatory complexity in your own processes. Use our partners to access domiciliation in specific preferred jurisdictions. Say goodbye to manual bookkeeping. Have automated fund accounting for your funds & SPVs. Send individualized performance reports and capital accounts to your investors. Stay engaged and up-to-date with your investments and make informed decisions. Keep your LPs happy by providing a structured and seamless process and a digital experience. Perform any governance voting on the platform and track the results in a secure platform with audit logs. -
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Syndicately
Syndicately
Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.Starting Price: $0 -
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Altvia
Altvia
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across fundraising, investor relations, and investing—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. -
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aVenture
aVenture
aVenture is a San Francisco-based financial technology platform that seeks to make venture capital investments available to everyone. aVenture helps venture capital firms launch funds that can be accessed broadly by anyone and helps investors evaluate which VC funds are the most appropriate for them. -
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Relevant EquityWorks
Relevant Equity Systems
Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers. -
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Sensr Portal
Sensr Portal
Provide your investors with a beautiful, modern, and personalized view into their portfolio. Allow your investors to track their investments, projections, and returns on a single page. Drill down to the details of each investment. Always keep your investors up to date on the go or from the comfort of their homes. Our software is built specifically for real estate investment firms, so everything is designed around what your firm needs. Take control and automate your internal processes to increase efficiency and reduce error. Manage your contacts, entities, ownership data, distributions, and tax information in a single place for your whole team to access and update. Have our powerful marketing automation engine on your side. Sensr Portal works together with your existing marketing materials and website to make the funding process better. Create instant landing pages and gain insight on prospect interest and engagement. -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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InvestorFlow
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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Hanover Park
Hanover Park
Hanover Park is an AI-native fund administration platform designed to unify fund operations, portfolio management, and LP experience into a single, integrated system for investment and finance teams. It provides an operating system where managers can access real-time financial data, calculate key metrics such as net IRR and DPI, and audit results down to individual partner allocations with full transparency. It leverages AI agents that have full context on a firm’s data, enabling users to query portfolio insights, co-investor information, and performance metrics instantly rather than manually compiling data across multiple systems. By vertically integrating general ledger accounting, document processing, capital calls, distributions, and investor reporting, it eliminates fragmented workflows and reduces operational friction. Hanover Park emphasizes automation combined with institutional-grade security, including encrypted data, strict access controls, and more. -
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First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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FundPortal
The Edgefolio Group
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500. -
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Entrilia
Entrilia
Entrilia is a collaborative data creation platform for PE/VC fund managers. Converting transactional events into real-time business intelligence. Our fund accounting module streamlines event driven inputs while insights allows for automated reporting on fund financials, investment, investor and so much more! Tailored for the PE/VC industry, with automated ILPA reporting, with campaign module for automating the creation and distribution of standard reports. Fully integrable and extensible with modern, best in class APIs and standardized integrations. -
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Bite Stream
Bite Investments
Bite Stream is a configurable software-as-a-service (SaaS) platform designed to enable asset managers and companies to compliantly streamline and scale the distribution of private markets investment products in an easy, secure and efficient way. Compliantly scale and target your distribution across multiple jurisdictions, and Investor types. Manage your fundraising pipeline and maximize user engagement with real time investor analytics. Digital workflows for subscription process. Rapid multiple re-investment process. Consolidated reporting and automated investor management. Our platform offers cutting edge technology, allowing you to expand your global reach. Bite Stream can be rapidly configured to match your compliance framework and give you peace of mind when distributing in overseas jurisdictions. New investor types can be easily added as you grow. -
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Twenty-First Century Hedge Fund Software
Twenty-First Century
Hedge Fund Software calculates the allocation of distributions to investors, tax return schedule k-1s, distribution checks, broker commissions and management reports. Allocation of Management Fees and Partnership Expenses to Investors. Customized professional-looking color Investor Statements with the partnership logo, name, address and phone. Customized allocation formulas based on guaranteed return, high watermarks, and other incentive factors. The new Windows Version runs on an office computer network with remote access available via the internet. Fund Investment Tracker Software tracks hedge fund investment portfolios in stocks, bonds, commodities, and other assets. The spreadsheet format allows fund managers to quickly view the status of investments including symbol, description, quantity, total cost, average cost, current price, market value and gain( loss) percentage.Starting Price: $1,795 per month -
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Seraf
Seraf
Gain powerful insights to improve decision-making and make smarter investments. Track capital commitments, calls and fees. Update valuations quickly. Manage holdings from one web dashboard from introduction to exit. Seraf guides you through a few easy steps to get your portfolio up and running quickly. Get an overview, develop insights and generate reports in no time. Designed by active, early stage investors with over 25 years experience in fund creation and management, Seraf efficiently handles the complexities of today's early stage investment landscape. Developed specifically to meet the needs of early stage investors, Seraf provides the precise tools you need to manage your portfolio efficiently. -
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Backstop
Backstop Solutions Group
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. -
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FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
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Dasseti
Dasseti
Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..). -
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iCapital Network
iCapital Network
Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform. -
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ARGUS Taliance
Altus Group
ARGUS Taliance is a robust real estate fund and alternative investment management software that enables real estate companies to manage the performance of a real estate fund and real estate investment trusts (REITs). With ARGUS Taliance, you can model complex investment structures, run scenario testing to assess the impact of market or ownership changes, calculate distribution waterfalls and create detailed reporting to stakeholders and investors. With the complexity of global real estate investments and different funding sources, creating a multi-tiered investment structure with unique calculations and reporting outputs can be challenging. With ARGUS Taliance, you can model an entire portfolio of real estate funds through an interactive interface and quickly view your investment structure over time. You can also drill down into each investment entity and even adjust models to configure waterfall distributions and distribution per unit calculations that allow you to forecast. -
44
CRYPTO20
CRYPTO20
We used extensive backtesting and data science to create a fund that rebalances on a weekly basis and caps each asset at 10%. In 2017, our team successfully pioneered the first tokenized crypto-only index fund, which used the seed funding to buy the underlying crypto assets. There are no broker fees, no exit fees, no minimum investment and full control over your assets. Full blockchain transparency. CRYPTO20 provides a way to track the performance of the crypto markets as a whole by holding a single crypto asset. Index funds have consistently beaten the average managed fund since their inception. There are literally thousands of cryptocurrencies for investors to choose from. Choice paralysis: choice adds cost, complexity and the need for advice. CRYPTO20 eliminates this complexity for the new crypto investor. CRYPTO20 eliminates all the third parties involved in taking 'cuts' of investor returns by going direct to the end-user as a token itself. -
45
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. -
46
Fundwave
Fundwave
Give your venture capital or private equity fund the tools to account, administer and report to your investors. Organize, Allocate and Report with Fundwave's Fund Administration Software. Plans that work for micro VCs, impact funds, large funds, SPV structures and more. JCurve for investment teams is a flexible workspace that works as good for angel investors and micro-VC's as it does for large venture capital and private equity fund houses. Custom branding, interactive dashboards & self service options for your investors. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limitedpartners. Right from your first close, to when you have investors that span across funds, there's a plan to suit. Dealflow is built to help you manage your deal pipeline and stay laser-focused on the right investment opportunity. -
47
Aumni
Aumni
Master the private capital markets with the most intelligent investment data available. Aumni gives you instant access to the most reliable financial and legal insights across your portfolio, sourced directly from your executed legal agreements, triple checked by venture experts, and analyzed by AI. Aumni has analyzed an unprecedented breadth and depth of private capital investment data. Most investment firms have hundreds of co-investors in their network at any given time. With Aumni, you can instantly access this powerful network of past and current investors, allowing you to guide your investment strategy. In just a few clicks you can develop powerful fund-level performance analytics, and automatically generate equity financing summaries for each investment in your portfolio. Aumni gives you access to deep portfolio analytics in just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes. -
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BitOK
BitOK
BitOK is a cryptocurrency compliance and analytics platform designed to help businesses and individuals monitor blockchain transactions and manage AML risks. The platform offers tools that check wallets and transactions for connections to illicit funds or sanctioned entities. BitOK’s KYT Office solution enables compliance teams to monitor crypto activity, detect suspicious behavior, and maintain regulatory compliance. Its transaction analytics feature provides interactive graphs that visualize asset movement and relationships between blockchain addresses. The platform also includes AML checks that analyze crypto wallets and transactions in just a few seconds using data from multiple sources. Users can access additional tools such as portfolio tracking, crypto risk reports, and investigation tools for tracing funds. By combining analytics, monitoring, and compliance features, BitOK helps organizations improve transparency and security in cryptocurrency operations. -
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SharePad
Ionic Information
SharePad is an all-in-one platform for private investors and traders, providing in-depth data on everything from shares, funds, ETFs and more across the UK, US and Europe. With your subscription you get live updates from UK Alliance News and RNS, and access to powerful stock screening and portfolio management tools. We know there are a lot of investment opportunities out there. That's why we've created the Single page summary. The Single page summary shows all the key information about a stock, fund, investment trust or ETF on one scrollable page. This allows you to get a quick overview before digging into some deeper analysis in the rest of SharePad. The single page can be set as a full screen view or in a split screen view to quickly click through a watch list or portfolio. Our custom mode even allows you to create your own single page summary to display the information you want.Starting Price: $36.99 per month -
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CipherTrace
CipherTrace
CipherTrace delivers cryptocurrency AML compliance solutions for some of the largest banks, exchanges, and other financial institutions in the world because of its best-in-class data attribution, analytics, proprietary clustering algorithms, and coverage of 2,000+ cryptocurrency entities, more than any other blockchain analytics company. Protection from money laundering risks, illicit money service businesses and virtual currency payment risks. Know your transaction automates Crypto AML compliance for virtual asset service providers. Powerful blockchain forensic tools enable investigations of criminal activity, fraud, and sanctions evasion. Visually trace the movement of funds. Monitor crypto businesses for AML compliance, evaluates KYC effectiveness and audits performance. CipherTrace’s certified examiner training provides hands-on instruction in blockchain and cryptocurrency tracing.
