Equity Management Software
Equity Management software is used by private firms to organize, execute, and track their capitalization and employee incentive programs.
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Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information.
Portfolio Management Made Easy - Private Capital Software
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.
Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors.
Equity plan management platform that handles plan administration, expense accounting, forms filing, scenarios modeling, and more.
Equity plan management platform that handles plan administration, expense accounting, forms filing, scenarios modeling, and more.
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation.
WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation.
Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation.
Equity management solution that helps private companies distribute company ownership among their employees.
Equity management solution that helps private companies distribute company ownership among their employees.
Ownership administration solution for unlisted private companies that helps manage stock and option grants.
Ownership administration solution for unlisted private companies that helps manage stock and option grants.