Products

At InvestNext, we set out on a mission to transform real estate investment management and investor relations. The company is based in Detroit, Michigan, and was founded in 2016. After identifying a trend among real estate investment firms – we realized the industry as a whole, spends a large amount of time on activities that made fundraising, investment management, and investor relations tedious and inefficient. Compelled to solve this problem, we set out on a mission to build a software platf

Modern real estate investment software not only saves time and money, it lets you communicate more effectively, manage with ease, and focus on business growth. With the Investor Portal investors have easy 24/7 access to a dashboard summarizing their investment positions, asset information, and capital invested and distributed. Track all investors' contact and bank information along with capital invested within a robust CRM system.

Intrado, formerly West, develops innovative, cloud-based technology to make it easier, more effective and efficient to deliver connections that count in this increasingly complex world.

LexisNexis® Intelligent Investigator™ is an advanced post-payment analysis tool designed to detect and prioritize cases of fraud, waste, and abuse within healthcare claims. By leveraging sophisticated rules-based analytics, it identifies aberrant patterns indicative of emerging fraud schemes, enabling investigative teams to focus on the most promising leads. Key Features and Functionality: - Prioritized Workflow: Utilizes a Composite Lead Indicator (CLI) to rank leads based on potential saving

Helping businesses and communities thrive by turning every transaction into a relationship.

FinListics ClientIQ provides the company and industry-specific insights required to identify opportunities and call higher. With FinListics ClientIQ, you instantly have the facts, figures, and peer comparison information that you need to speak the language of your buyers and close more deals, faster.

Visible for Investors is a founders-first portfolio monitoring and reporting solution used by 400+ Venture Capital investors around the world. Visible streamlines the portfolio data collection, analysis, and reporting processes while keeping founder success as a top priority. Visible's straightforward UX allows for easy team adoption and implementation. Top features include: *Automated portfolio KPI collection *Flexible, shareable dashboards & data visualizations *Accessible portfolio insigh

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.

Investran provides an award-winning suite of private equity accounting and fund management software to deliver advanced relationship management and private equity reporting.

Logikcull by Reveal's mission is to empower legal teams of all sizes and technical capabilities to efficiently organize, search, and collaborate on document collections for discovery and investigations, from anywhere.

Trust our team to help you execute a professional event from start to finish. Our teleconferencing solution lets you take advantage of the scalability and customization of operator assisted conferencing with the convenience of automated entry. For your webcasts, you’ll have a dedicated service manager to help you with planning, logistics, and execution, and a platform built for interactivity and security. Webcast features include: Global scale, local support Seamless mobile experience Enterpri

CoStar Investment Analysis lets users aggregate data from multiple internal systems and view it all in a single source to evaluate acquisition, disposition, and financing strategies.

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.

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streaml

Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile a

Agora helps real estate investment firms to save costs and broaden their investor base by providing an all-in-one designated investment management solution. Agora provides a comprehensive suite of tools for real estate firms that raise outside capital, allowing them to completely streamline the investment process and focus on their core business – real estate.

InvestWorks is a comprehensive, easy-to-use analytical tool used widely by institutional investment consultants and investors for evaluating money managers and analyzing investment performance.

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

Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

FiveStreet works with any vendor that sends leads through email and currently processes leads from over 100 online vendors. The system automatically collects your leads, attaches financial data and property information and pipes them into your CRM, all without any data entry on your part.