Investor relations CRM for founders navigating relationship heavy VC and Angel equity based fundraising. Helping to manage and track relationships easily by allowing an instant view of relationships in need of catching up, setting reminders split by general keep warms, and date specific critical follow ups. Plus other features to support such as Database of 5,500+ early stage investors (Angels, Family offices, Solo VCs, and multi stage funds) and term sheet visualisation tool enabling an abili
Vise's Build is an all-in-one platform designed to streamline the creation of personalized investment portfolios for financial advisors. It enables advisors to tailor each client's portfolio to their specific needs efficiently, aligning with individual risk profiles, tax considerations, and cash flow requirements. By integrating risk analysis and asset allocation within a single tool, Build simplifies the portfolio construction process, allowing advisors to implement their unique investment phil
bunch OS makes investing in private markets easy, cost-efficient & fast - without compromising regulatory & tax compliance. It is a flexible & adaptable platform that works across legal structures, asset classes & jurisdictions to fully unlock private markets for everyone.
As pioneers in bar and restaurant inventory management, Sculpture Hospitality offers a wide range of inventory management, pricing, and profitability solutions that increase top line sales for your bar or restaurant by 7-15 percent and reduce inventory asset losses from 15-30 percent down to 3 percent or better.
L1 Advisors is a fully-on-chain wealth management platform providing financial advisors, RIAs, and wealth managers with a secure and efficient way to collaborate with clients that have self-custodied crypto assets. The platform empowers clients to maintain custody of their assets while receiving expert advice from their trusted advisors.
Instant Invoicing and Estimates, Discover the incredible speed of Faturify's invoicing and estimates solution. With our intuitive platform, clients can create invoices and estimates in just 60 seconds, saving valuable time and ensuring prompt business transactions. Inventory Control at Your Fingertips Take charge of your stock management with ease using Faturify. Our user-friendly platform enables you to effortlessly maintain control over your inventory, allowing you to track, manage, and optim
Move towards better investor relationship management with Amplify CRM. Amplify is a bespoke, SaaS-based, CRM platform developed from the “economic developers’ point of view”.
Investipal provides financial professionals and advisors a toolkit to research, build and share investment portfolios through a seamless experience. No two clients are the same, our custom onboarding helps advisors construct a bespoke investment universe to build a custom client portfolio from. Advisors can also share their live portfolio with their clients, providing real time access and updates to each of your clients.
No more product overstock or outages. Our software keeps track of your stock, order, sales and purchase. Timely reports based on the stock and purchase data so that you will get a clear view as to what products are in demand with the customers. Now say goodbye to your calculators and receipts hardcopy with our advanced Pos software. Keep track of your sales data, purchases and stock without having to stay late night for your inventory check-ups. Any unit of measurement is recognized in our soft
We connect alcohol suppliers with trade customers and remove the tedious barriers that get in the way of doing business with each other. Ordering is smooth sailing for customers. Being paid is easy as pie for suppliers. The whole process is 100% certified lazy eyes and fat finger proof.
i-Record Share Accounting & Portfolio Management software is the Most Trusted for investment management & performance, share market transactions with instant reporting.
Detego's cloud-hosted RFID platform digitises stock management processes to increase inventory accuracy and ensure product availability for retailers across all channels. The modular platform covers the entire value chain to include analytics, consumer engagement, and highly efficient processes.
Bravura Solutions Limited is a leading provider of software solutions for the wealth management, life insurance, and funds administration industries. Our solutions are underpinned by functionally rich technology that enables modernisation, consolidation, and simplification.
BetaSmartz provides the next generation in business-to-business hybrid digital investment tools.Smart investment solutions. Access to all listed products globally. Active and passive.An automated back, middle & front office portfolio management solution with fully customizable and white-labelled intuitive consoles for financial institutions and their clients.
Entoro provides access to vetted and reviewed investment opportunities on the OfferBoard platform.
Investment Portfolio Management
Dynamic Planner is a multi-award-winning service with a 17-year track record of success. We help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic P
FoodBAM equips foodservice operators with technology that replaces the need for clipboards, invoices and recipe books. FoodBAM is a restaurant inventory management software serving up simple tools for all types of operations. With FoodBAM, restaurants gain access to easy ordering, accounting, invoices, savings, inventory management, POS integrations and recipe costing, all in one place. We offer software and services that can be adapted in a matter of days, come with great training and constant