Alternatives to Tribevest
Compare Tribevest alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Tribevest in 2026. Compare features, ratings, user reviews, pricing, and more from Tribevest competitors and alternatives in order to make an informed decision for your business.
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1
Bipsync
Bipsync
Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research. -
2
FundCount
FundCount Americas
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.Starting Price: $500 -
3
StockMarketEye
StockMarketEye
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...Starting Price: $74.99 per year -
4
OMGFIN
OMGFIN
OMGfin is the pioneer in building a trading system for digital assets focused on young investors and social network. By connecting with professional investors. Our goal is to bring together a community of traders who share experiences and help each other achieve their individual profit goals. You can earn cash through our cashback system by inviting friends to join in the buy or sell. If you do not have enough friends to earn a Reward, our system will suggest "strangers" who are also looking for the same type of reward. By creating a group of friends together to share experiences and reward from the cashback system. You can also, on behalf of team members, make decisions to buy or sell coins to bring profit to members in the group. With your experience and reputation in trading cryptocurrencies, you can share or suggest to people who are following you a good list of coins so that they can be considered before making the right investment decisions. -
5
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 -
6
Google Duo
Google
Simple, high quality video calls on Android phones, iPhones, tablets, computers, and Smart Displays like the Google Nest Hub Max. See who’s already available to connect on Duo or invite a friend to join. Tap into a contact to leave a note, video or voice message. Create a group with up to 12 people. Then, tap the group name to easily start a group video call. Your calls and messages stay private and can only be seen by you and the person you're talking with. Bring the family together with group calling to celebrate important occasions like birthdays or anniversaries, so you can enjoy the party even when you’re miles apart. Tuck them in with their favorite story over one-to-one video calls, so you don’t miss a precious moment. Keep the fun times rolling with your weekly game nights over group calling. Available for up to 12 friends at a time and works on Android phones, iPhones, and tablets. -
7
Facebook
Meta
Facebook is the world's largest social network. We build technologies that help people connect with friends and family, find communities, and grow businesses. From fundraising to offering life-saving help in a Facebook post or signing up to donate blood, we’re inspired by the ways people show up for each other in times of need. The Facebook app helps you connect with friends, family and communities of people who share your interests. Connecting with your friends and family as well as discovering new ones is easy with features like Groups, Watch and Marketplace.Starting Price: Free -
8
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. -
9
UNest
UNest
UNest is re-imagining how families save and invest* for their kids’ future with the leading saving and investment app for parents. We believe that creating a nest egg for your children is not just for the 1%. Together with UNest’s growing community of thousands parents and kids, we are building a brighter future for families regardless of their backgrounds and income.Starting Price: $4.99 per month -
10
Fusion Invest
Finastra
Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together. -
11
fractional
fractional
fractional makes real estate investing inclusive, collaborative, and hassle-free. Bring your friends or use our network to easily propose, collaborate, and act-on co-investment opportunities for 10x less time and money. Bring your friends and search for an investment property together or join investment opportunities proposed by fellow investors in the fractional network. Share and learn with our community. Our customizable co-ownership legal agreement and secondary marketplace give our investors more liquidity options and a framework to collaborate on decisions. We handle the entire property acquisition and admin process such as incorporation, bank account creation, financing, closing, property management, and more through our partner network. fractional owners make 40% more compared to REIT and crowdfunding investors through significant tax benefits from true real estate ownership and no annual fees. -
12
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. -
13
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 -
14
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. -
15
FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
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Aladdin by BlackRock
BlackRock
BlackRock and hundreds of other investment professionals turn to the power of Aladdin to work smarter, not harder. More than investment software, Aladdin technology brings clarity and connectivity to the world’s financial ecosystem. Everything we do is guided by the conviction that investors need this clarity at every point in the investment process in order to make more informed decisions, scale efficiently and achieve better investment outcomes. In pursuit of this goal, we are relentlessly innovating and constantly evolving Aladdin technology. Aladdin Enterprise is a flexible, end-to-end operating system that brings clarity to investment professionals. Aladdin Wealth is an industry-leading platform powering the future of wealth management. Bringing together the market-leading capabilities of Aladdin for public markets and eFront for private markets sets a new standard in investment and risk management technology. -
17
SoFi
SoFi
All-in-one investing that’s easy to use. Build confidence as an investor. Trade stocks and ETFs, buy crypto, or start automated investing. SoFi Money® is a cash management account that charges no account fees to save, spend, and earn cash back rewards when you spend on brands you love. Earn 2% unlimited cash back when you redeem it* to save, invest, or pay off loans in an eligible SoFi account-plus there’s no annual fee. Fixed interest rates start at 2.99% APR* with autopay. Flexible repayment options. No fees. No nonsense. Get pre-qualified in two minutes. All online. The first step in getting your money right is knowing your score. Track your credit and your money—all in one app. Take care of yourself and your family with our full suite of insurance offerings, including fast and easy life insurance through ladder. Lantern by SoFi lets you compare PPP offers from a network of lenders to help ease your small business burden. -
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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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Pluto
Pluto
Make investing social by creating a group with friends. Enrich your discussions with financial data, see your friend’s portfolios, and get notified when they make a move that you might copy. Pluto grants you access to 4000+ US stocks free of commissions and in fractions. Download beta to participate in our virtual trading game for groups and win weekly cash prizes. Get access to the US stocks without commissions and minimum investment amounts. Why not invest $50 in Apple shares? Invest in the companies you believe in by specifying the amount, the rest is as easy as ABC. Commission-free & as easy as buying coffee. You’re already discussing your trades and sharing portfolios with friends. With Pluto, this just became a whole lot easier. Have data-enriched discussions, see each other’s portfolios, and get notified when a friend trades. Like anything else, investing is also better with friends!Starting Price: Free -
20
Zapflow
Zapflow
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.Starting Price: $199 per month -
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otris corporate
otris software
Optimize your investment management with otris corporate. You get transparency on the information you need for successful control and administration, clear organizational charts, structured data and documents, traceable company developments and customized reports. Investment management has the task of implementing an investment strategy, organizing investment administration and establishing standardized investment controlling. Up-to-date, consistent information on locations, investors, committees and mandate holders is a prerequisite for implementing the tasks. If data and documents are distributed in different places in the group, the compilation is not only cumbersome, but also uncertain: Is the information up-to-date? Is it complete? What are the interrelationships between the investment data? And what developments have led to the current status? The solution, a central software system for investment management. -
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Splitwise
Splitwise
Keep track of expenses and balances shared with roommates, travel partners, groups, friends, and family. Control shared expenses and balances and who owes whom. Divide expenses with any group, travel, roommates, friends, and family. Add expenses quickly on the go before forgetting who has paid. Settle debts with friends and record any cash or online payments. Get better organized with receipt scanning, charts and tables, currency conversion, and more. Splitwise is the easiest way to share expenses with friends and family and stop stressing about “who owes who”. Millions of people around the world use Splitwise to organize group bills for households, trips, and more. Our mission is to reduce the stress and awkwardness that money places on our most important relationships. Add expenses, IOUs, or informal debts in any currency, with support for offline entry. Expenses are backed up online so everyone can log in, view their balances, and add expenses.Starting Price: Free -
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Carta
Carta
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.Starting Price: $2,800 per year -
24
ReubenAI
ReubenAI
ReubenAI is the operating system for private market investors. A single interconnected intelligence layer where every capability reads from the same underlying data layer — so intelligence built at origination flows through to monitoring, and insights compound across the portfolio. Deal sourcing and scoring. IC memo generation. Due diligence structuring. Portfolio monitoring. Fund governance and reporting. Each a native widget across a growing range of asset classes and investment scenarios. Enterprise and institutional buyers — including banks — can select preferred large language models and APIs from a growing app marketplace, meeting internal security, data residency, and model governance requirements without compromise. Available as self-serve for emerging managers and as an enterprise protocol for institutional VC, PE, family offices, and banks.Starting Price: $149/month/team -
25
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. -
26
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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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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The Archway Platform
SEI Family Office Services
In the early 2000s, SEI Family Office Services created a sophisticated, enterprise wealth management platform to give family offices and financial institutions a simpler alternative to disconnected, single-purpose technology solutions. Withstanding the test of time and advancing every step of the way, the Archway Platform makes the complex look simple, unifying the accounting, investment data aggregation and reporting tools you need within a single, integrated platform. Designed on top of a core general ledger, the technology automates the creation of accounting records across dozens of business functions, like traditional and alternative investment transactions, cash movements, bill payments, fee calculations and capital distributions, allowing your accounting, investment and administrative teams to work within the same application. Plus, the Archway Platform's built-in reporting engine allows you to leverage all of the underlying data to produce comprehensive financial reporting. -
29
MineralSoft
Enverus
Easily manage minerals, royalties and non-operated interests at any scale with Enverus MineralSoft. An intuitive, cloud-based minerals management software solution featuring integrated revenue, well data and rig activity. Pinpoint and acquire prime acreage before the competition, identify underpayments and maximize ROI. MineralSoft is the ideal management solution for investment funds, family offices, banks, trusts, foundations, endowments, corporations, E&P companies and government agencies. MineralSoft delivers a complete toolset for managing your mineral and royalty revenue streams, auditing portfolios, mapping your properties and seamlessly bringing accounting, land and A&D workflows together in one solution. -
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GigaIOT
GigaIOT
Contact your friends and family anywhere for free on an all in one social payments platform. Send text messages, emojis, voice notes, images, videos and files privately to your friends and family. Keep in touch with your favourite groups of people, family, friends and work colleagues. Share text messages, emojis, voice notes, images, videos and files. Platform encryption to protect conversation privacy. Integrate with Visa card, Master card, Paypal, Ecocash etc. Bank-level security, access to bank depository systems, compliance, security. P2P transfer, group transfer, donations, rewards, pay biller, pay merchant, top up mobile balance, pay for utilities. On a social payments platform that offer an open API for business partner integration to deliver more fun. Share your memorable moments and express them in a lot of ways, text, photos, video, voice notes. Your friends can click and purchase commodities you post or share on your moments timeline. -
31
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. -
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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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Dealpath
Dealpath
Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally. -
34
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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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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BluBil
BluBil
BluBil can use for control of expenses and receipts in personal, family and corporate purposes. It is possible to create an unlimited number of groups, which will manage the cash flow in a family, in the company, between friends, during a joint trip and for any other purposes. It is easy to create a group and add to her staff, who receive an allowance, has travel expenditures, entertainment expenses. Now cash flow is clear. Monitor simply and quickly. Add spending and income quite simply, your employees will not "forget" to fix them because of the difficulty of the interface. Set the individual rights of ordinary employees and department heads. Delegate authority, but retain full confidence in the control of what is happening. Cash flow of Group will be fully in front of your eyes, but only if you have sufficient rights. Keep track of the movement of money between employees. -
37
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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Total Return
SS&C Technologies
SS&C GlobeOp’s Total Return is a portfolio management, investment accounting, partnership accounting, and general ledger system designed specifically for alternative investment funds and family offices. It’s a multi-currency system that supports complex securities, sophisticated investment strategies, multi-tiered ownership structures, and unique tax requirements that characterize family office investments and private wealth funds. In addition to its advanced portfolio management capabilities and general ledger functionality, it encompasses complete partnership accounting, with automated processing of capital-based or share-based fund valuation, income and expense allocations to partners, management and fee calculations, and the production of robust partnership reports. Save time and reduce operational risk with fund accounting, partnership accounting, and tax processing integrated into one platform. -
39
Cachematrix
Cachematrix
Our individual financial institution-branded solution is designed to help our clients stay ahead of the competition by adding convenience to their corporate investors' cash management. We deliver a complete end-to-end investment platform catered to the specific research, order placement, and reporting needs of financial institutions and corporate treasurers. Cachematrix's analysis toolsets provide granular insight, flexible grouping, filtering, and sophisticated modeling capabilities. These capabilities were designed to allow the user to build and maintain a portfolio that meets their specific investment objectives. Our platform provides the ability to quickly and easily conduct multi-instrument batch transactions while allowing administrators to control access, define compliance rules, and authorize user permissions. -
40
Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
41
eFront
eFront, a part of BlackRock
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. -
42
MTeleTool
LeapFX
If you are a trader and want to make money selling your signals from your MetaTrader 4 and MetaTrader 5 platform, then this software is for you. Have you ever wanted to either make extra money sharing your trade signals or share your trades with friends and family so they can copy you? What if you could just trade freely and know that all the details are automatically sent to your investors, clients, family, and friends? You simply offer a paid membership to your customers and then invite them to join your Telegram group. You trade, and your signals get automatically shared within the group for your members to copy. This creates a nice passive income for you while you help your customers make money. You can have MTeleTool run from a computer or virtual server 24/7, then all you have to do is trade from any internet device, such as your computer, phone, iPad, Android device, etc.Starting Price: $197 one-time payment -
43
InvestWell
Excel Net Solutions
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects. -
44
Pepper
Pepper
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes. -
45
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 -
46
VESTBERRY
Vestberry
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. -
47
EquityZen
EquityZen
EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares. -
48
imo
INDIGO
imo is a free chat and messaging system for your PC that allows users to send and receive messages along with voice or video calls. The application is available for most mobile devices as well, letting you communicate with others no matter where they are or what they’re doing. Audio and video call: With audio and video calls in imo, you can have free and stable calls with your friends and family. No matter they are abroad or not, it is always the best choice for you. IM (message, text, expression): Free messaging your friends at anytime, anywhere imo ability to pass files: Sending files is easy and fast in imo. You can send music, video, pdf and etc without limitation. Is there any size limitation for a file? Oh yeah, no more than 10G. Big Group: Join or create a big group that you are interested in and meet a group of people with the same interests. -
49
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. -
50
Captools/net
Captools
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets. Captools/net investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can reduce capital gains taxes. Specific, average, FIFO, LIFO tax lots are supported. The specific lot method provides an automated tax lot assignment function allowing the manager to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. Tax rate tables are customizable for each portfolio to allow for differing tax rates and changes in tax laws. Allowance has been made for Canadian and other non-U.S. users, including support for Canadian average cost basis and optional cost basis indexing.Starting Price: $600 per year