Software per la gestione del portafoglio titoli
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Valutazione del prodotto
Implementazione
- Cloud, SaaS, Web (17)
- Dispositivi mobili - Android nativo (1)
- Dispositivi mobili - iOS nativo (2)
- Installazione eseguita - Mac (2)
- Installazione eseguita - Windows (3)
Caratteristiche
- Archiviazione di documenti (11)
- Cap Table Management (9)
- Financial Modeling (10)
- Gestione del portafoglio (12)
- Options Management (6)
- Participant Portal (12)
- Private Equity (15)
- Public Equity (6)
- Valuation Management (10)
- Vesting Management (6)
Prezzo
Categorie correlate
Soluzione completa per la gestione della proprietà di aziende private, azioni e opzioni, dall'inizio alla fine. Mantieni accurato, chiaro e aggiornato il tuo schema di capitale. Ulteriori informazioni su EquityEffect
Soluzione completa per la gestione della proprietà di aziende private, azioni e opzioni, dall'inizio alla fine. Ulteriori informazioni su EquityEffect
Shareworks è una soluzione completa e integrata, per la gestione dei piani pensionistici, appositamente creata per soddisfare le esigenze specifiche delle aziende innovative. Potrai controllare facilmente il tuo piano pensionistico, collaborare con i team, prendere decisioni più consapevoli e coinvolgere i dipendenti come mai in passato.
Scelto da oltre 3.000 aziende, l'ecosistema di Shareworks è integrato per far sì che tutto funzioni insieme perfettamente, per garantire precisione, collaborazione e processo decisionale migliori. Ulteriori informazioni su Shareworks
Scelto da oltre 3.000 aziende, Shareworks è una soluzione di gestione dei piani pensionistici integrata, appositamente creata per soddisfare le tue esigenze specifiche. Ulteriori informazioni su Shareworks
AIM, la principale soluzione per la gestione del capitale privato sulla piattaforma Salesforce, consente di consolidare i dati in un unico sistema centrale per l'efficienza operativa e ottimizzare i flussi di lavoro per aumentare la crescita. AIM è pronta per Lightning Experience con un'interfaccia utente semplice e chiara, progettata per facilità d'uso e velocità. Con AIM otterrai le basi per creare la tua soluzione tecnologica nell'intera impresa, sfruttare la potenza dei tuoi dati e ottenere un vantaggio informativo che ti pone molti avanti rispetto alla concorrenza. Ulteriori informazioni su AIM
Gestisci la raccolta di fondi, il flusso di affari, la due diligence e i portafogli. Per gestori di fondi di investimento alternativi e investitori istituzionali. Ulteriori informazioni su AIM
Equity investment management software web-based with features for tracking equity accounts, interest transactions, deposits, withdrawals, automated account holder statements, data import, export, batch transactions, batch updates, and financial dashboard metrics. Self-service account holder & management portals. Transaction workflow, automation, & approval requests.
Generate letter templates, email templates, supports multiple currencies, multiple languages, & integrations with other systems.
Equity management software designed to meet unique business needs, bring value to your business, & streamline investment management.
Best for VCs and PE firms, Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions.
Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include ASC 820 valuations, fund accounting, and more. We support 10,000+ companies, 700,000+ unique stakeholders, & have valued over $200B in private assets.
Carta is the ownership management platform for companies, investors, and employees.
Streamlines and simplifies how businesses track, manage, and report equity compensation.
- visibility into real-time equity compensation data
- financial reporting to meet all SEC and proxy requirements, including FAS123R/ASC718
- flexibility to choose your own broker and integrate with other platforms
- detailed audit trails
- employee portal to view and accept grants, exercise options
- transition from private to public company reporting without changing systems
- SSAE16 certified
Web-based stock plan solution that streamlines and simplifies how businesses track, manage, and report on equity 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.
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.
Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations.
Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments.
The OPTRACK application has been designed to track all activities related to all company equity instruments (e.g. employee stock options, warrants, etc.) in real time for publicly traded and private companies that use the solution.
Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
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.
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
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.
Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Join now and enjoy all the benefits of our system!
Eqvista allows companies, investors and shareholders to track, manage, and make intelligent decisions about their company's equity.
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
Business valuation and deal discovery platform for founders, enablers and investors to engage, individually and collectively, efficiently and confidently around valuation.
Business valuation technology made to promote equity investments in startups & scaleups.
Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity.
Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity.
Tool to research, reach and manage investors across the entire fundraising process.
Tool to research, reach and manage investors across the entire fundraising process.
CompTrak's single platform brings simplicity, visibility and security to your compensation program. As a comprehensive compensation management solution, CompTrak is transforming the way variable incentive, merit review and equity plans are managed. CompTrak allows companies to innovate, customize and manage multiple compensation plans globally, and ensure that they are linked to strategic goals while eliminating the need for manual processes, spreadsheets and dependency on legacy systems.
A comprehensive compensation management solution that brings incentive, equity, merit review and total rewards into a single platform.