Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.
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The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
VESTBERRY manages LP & GP relationships by advanced analytics for LPs to foster transparency and decision making.
Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.
Dasseti ENGAGE is the AI-powered RFP and DDQ automation platform built for the investment management industry, helping IR and RFP teams respond faster, stay compliant, and deliver accurate, investor-ready answers with confidence.
FundCentre AI Fundraising & Onboarding accelerates the capital raising process with a modern, intuitive platform for marketing, contact relationship management, document sharing and investor onboarding.
Uncover new insights with deeper interactive data visualization and analysis from Nasdaq's investor relations analytics solution.
Cryptool is an all-in-one investor management platform for crypto. Track every wallet across every chain, raise capital with pools and vesting, trade OTC, and manage funds and investor groups, all in one non-custodial dashboard. Built for retail investors, fund managers and VCs, and projects running raises. Cryptool supports all chains and all wallets.