Best Investor Reporting Software - Page 3

Nasdaq's Equity Surveillance and Shareholder Analysis service offers investor relations professionals real-time insights into shareholder activities and market dynamics. By combining strategic guidanc

Investment banks and alternative assets firms have long struggled with CRM systems - low adoption rates, minimal deal impact, and a clunky user experience that forces professionals back to email, Exce

The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully int

Obsidian Investor Portals utilize interactive dashboards with automatic data feeds to better develop your client relationships.

Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving with

Investor Reporting

qashqade provides private market organizations an enterprise product suite for streamlining their calculation, allocation, tracking and reporting processes. Waterfall and carried interest calculations

Registry Direct is the simplest way to manage your investors. Our solution is designed for private and public unlisted companies to manage their investors, and accountants and advisors who manage thei

Relevant EquityWorks, data is organized, accessible, and transparent, bringing unparalleled efficiency to venture capital, private equity, real estate, and private debt firms. It features applications

Rundit is a portfolio management & LP reporting platform that enhances productivity and efficiency within Venture Capital and Private Equity team. Rundit powers a single source of truth that aggre

Sesame has been built to provide a radically different experience when accessing investment data. We manage the high levels of sophistication and complexity by: - Managing or automating sourcing of a

SmartRoom is a next-generation virtual data room that was designed to deliver greater efficiency and bank-grade security for file sharing and collaboration.

Taurigo is an online platform that provides investors with AI-powered tools for comprehensive stock analysis, interactive screeners, portfolio tracking, and comparison features to support informed inv

TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity operations, data management and investor reporting.

Vantage Investor provides effortless marketing and servicing for current and prospective investors. It maintains complete investor profile information with comprehensive management calculations