Totem VC Alternatives

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).

Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.

Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

We help investment funds to fuel innovation VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $7 billion of investments in companies such as Wolt, Carta, Stripe, or eToro. Our clients fuel innovation by investing in companies that solve the world's most pressing challenges, from climate change to mental health. With Vestberry, clients make better investment decisions faster thanks to streamlined internal processes and data clarity. As a result, Vestberry brings clients a competitive advantage, both in terms of speed and quality of investment decisions and the potential to attract increasingly data-oriented investors.

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.

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.

Altvia’s market-leading platform and unmatched expertise help you seamlessly evolve and manage complexity as your firm grows, your funds multiply, and your LP base expands. Distribute personalized content like PPMs, K1s, and Capital calls with ease and enhance the investor experience with a secure portal underpinned by data-rich analytics. The base of a modern technology platform is built on a single source of truth that supports key workflows, contact management, relationship mapping, and the automation of key activities (ie emails and task assignments). Manage your deal flow with a new level of insight, allowing you to prioritize deals based on source, or similarity to the firm’s top-performing investments. Streamline portfolio company reporting and the data collection process to spend more time understanding value creation and portfolio health.

Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach. Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.

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.

Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Here's the list of Rundit features that help investors stay on top of your investments and portfolio performance: Investment analytics and portfolio overview dashboards LP reports Automated calculations of investment returns and related metrics Aggregate portfolio and investment data as a single source of truth Customize metrics, KPIs and report templates for portfolio companies Activity log to keep track of changes made by VC team or portfolio companies Comment on portfolio reports internally or LP reports Capital Allocation to monitor investment diversifications.

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 Aggregation

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes.

eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing.

MarketRacoon was born with the idea of consolidating all your investment data into a single, simple, UX-friendly software-as-a-service (SaaS) product so you can easily understand how your personal finance planning is progressing. Take control of your financial investments with MarketRaccon as your trusted companion! Join us today.

Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.

Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.

SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success.

Your financial life in one place, automatically. No more wasted time logging into multiple websites. We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history. Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals. Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated. Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on capital gains, income or fees. These are a few of the available Wealthica power-ups. Wealthica is available as a full-featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.

AngelList creates tools for startups, investors, and fund managers to accelerate innovation. AngelList lets you effortlessly manage your company’s cap table, fundraising, employee offer letters, and more—in one place. Get back to building your company, and let AngelList handle the rest. Remove the friction from fundraising. AngelList Raise handles accreditation, signatures, banking, and more for SAFE and equity rounds. Efficiently raise capital from investors with a single cap table entry. With Roll Up Vehicles™, founders get a single link that allows investors to commit and send funds online—and AngelList takes care of the rest. Browse Rolling Funds to find the right fit for you. Subscribe quarterly, invest alongside top VCs, and adjust your investment size as your goals evolve. Invest in hundreds of high-quality deals and funds, led by top industry operators and investors, with a single check. Invest in the AngelList Access Fund to diversify your portfolio.

PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.

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.

With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.

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.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

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.

FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds, and Real Estate.

Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.

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.

Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.

Derivatas is an end-to-end valuation solution for financial reporting (ASC 820, ASC 718), tax compliance (IRC 409A), and deal analyses. Founded by experienced valuation professionals, Derivatas combines deep industry expertise with the latest technology in cloud computing and data analytics to bring you the most advanced valuation platform in the industry. Since its inception in 2011, Derivatas has become one of the most trusted valuation service providers by some of the most prominent venture capital and accounting firms. Whether you are looking for valuation services or a self-valuation platform, Derivatas is your partner of choice. We are specialists in valuations for venture capital funds and the companies they finance it’s all we do. Our focus makes us the best at what we do. Derivatas eliminates your financial compliance headaches so you can focus on growing your business.

Software for Venture Capital and Private Equity. Software to seamlessly manage your deal flow and track portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors. From tracking deals to watching your companies grow, user-centric designs make each step easier. Whether you’re a VC, family office, or Angel investor, we’ve got you covered. We’ve worked with first-class investors, from each background around the world, to make sure your needs are met. Kushim offers Kushim Dealflow and Kushim Management and Kushim Portal.

How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.

Data drives profits and margins. Power the intersection of your team, operating companies, and LPs. The platform is designed to eliminate the data trapped in siloed teams, emails, and inaccessible databases through a powerful interface. Enabling deal, IR, and finance teams to work together around common data sets and processes in a cloud-based, collaborative environment. Providing best-in-class visualization and analytical tools to better tell your story and deliver a branded experience to LPs and operating companies. Cobalt innovation comes from the deep domain expertise of our people. Our product team knows how to build powerful private market technology and our support team knows how to bring it to life for our clients. Get started today by requesting a demo. We’ll show you exactly what Cobalt GP can do for your organization.

EquBot AI with Watson helps asset managers navigate the exponential growth of data through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. EquBot AI with Watson transforms data into better investment outcomes for insurance companies and other asset owners through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. Leverage EquBot’s custom AI portfolios as a service (PaaS), indexes, and signals with Watson to not only keep up with, but to thrive in an increasingly complex world of data. Harness the power of EquBot AI with Watson through custom AI powered portfolios as a service (PaaS), indexes, and signals to construct, monitor and adjust your clients portfolios to help them achieve their goals. Personal Investors can harness the power of EquBot AI with Watson to transform data into better investment outcomes through AI Powered ETFs.

Managing business critical tasks within fixed income portfolios used by US banks and other firms. Paragon is a fixed income portfolio accounting solution, processing bonds and money market instruments based on three primary business functions: trade capture, processing and reporting. Accounting and position-keeping platforms help banks manage their exposures on a day-to-day basis. When it comes to reporting concise information to executive board members and stakeholders, however, old style paper reports are generally not only dull in presentation style but often lack graphics to provide clarity and reflect notable changes or exceptions. Paragon offers inventory, cash flow, maturity and management reports that are enriched with visually appealing graphics. This will provide greater insight to all stakeholders and inform decision makers based on data extracted directly from Paragon’s records.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.

After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.

The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.

Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!

Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha.

Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.

Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services.

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions.

Manage your entire deal funnel, including inbound emails from founders. Easily invite your LPs to invest alongside you using the Co-invest tool. Benchmark and monitor your portfolio companies. Use Yardsitck to generate industry-leading insights and make better investment decisions. With this information at your fingertips, you can stay ahead of the curve and be empowered to make informed decisions. Receive timely, standardized reports from your portfolio companies. Use insights to make decisions and stay engaged with founders with a seamless feedback mechanism. Manage your fund activity and seamlessly onboard investors. Generate, maintain, and manage documents - NAV reports, tax statements, and audited accounts.

Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.

INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.