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Investment Management Software:
Manage Investors & Investments

Spend Your Time Growing Your Business – Not Managing Investors


 

Features

Centralize and simplify investment management.

Our powerful tools are integrated to help your investor relations team scale, provide a better customer experience, lower overhead and accelerate your growth by increasing deal flow.

 

Investor CRM

Capture and track your investor’s data across all their investments, creating a central, organized, easy-to-use database of record.

Centralized Documents

Keep all your investment documents – like K1s and PPMs – in one place and allow your investors to access their important documents securely.

Distribution Tools

Create and track investment distributions with capital solution tools from funds accepted to investment realized.

Capital Transactions

Create and manage capital transactions with tools for tracking committed and received capital to make future transactions simple.
 

Advisor Tools

Create specific Registered Investment Advisor/Broker Dealer accounts and give them the tools to invite and educate their own investors.

Employee Permissions

Easily control what employees can edit within your portal and protect confidential information with roles-based permissions for employees.
 

Investment Management Software Overview

Get On The Marketplace

Raise funds online and grow your network of high-net-worth investors by publishing an offer on our direct-to-investor marketplace.