Audience

Investment managers

About Relevant EquityWorks

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.

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Relevant Equity Systems
Founded: 1986
United States
relevantequityworks.com

Videos and Screen Captures

Relevant EquityWorks Screenshot 1
Other Useful Business Software
Veeam Data Platform v13.1 - Get Your Free Trial Icon
Veeam Data Platform v13.1 - Get Your Free Trial

Secure by design, portable by default. Recover clean, fast, anywhere. Start a free trial.

Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Try it Free

Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Relevant EquityWorks Frequently Asked Questions

Q: What kinds of users and organization types does Relevant EquityWorks work with?
Q: What languages does Relevant EquityWorks support in their product?
Q: What kind of support options does Relevant EquityWorks offer?
Q: What type of training does Relevant EquityWorks provide?

Relevant EquityWorks Product Features

Financial Reporting

Audit Trail Not Supported
Balance Sheet Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
Multi-Department / Project Not Supported
Multi-Company Not Supported
Profit / Loss Statement Not Supported
Income Statements Not Supported
Cash Management Not Supported
"What If" Scenarios Not Supported
General Ledger Not Supported

Fund Accounting

Budgeting & Forecasting Not Supported
Purchasing & Receiving Not Supported
Asset Management Not Supported
Compliance Management Not Supported
Activity Tracking Not Supported
General Ledger Not Supported
Accounts Receivable Not Supported
Accounts Payable Not Supported
Bank Reconciliation Not Supported
Donor Management Not Supported
Partnership Accounting Not Supported

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

Relevant EquityWorks Additional Categories