Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Captools/net?
Captools Company offers licensing for its Captools/net (TM) investment portfolio tracking management software, catering to independent broker-dealers, private financial advisors, investment advisor representatives, private equity firms, fund managers, family offices, and independent wealth managers. Our secure, cloud-based financial accounting software enables selective data analysis, allowing your investment team to maintain a confidential and independent record of your firm's investment performance, complete with tailored reporting for your clients. We provide comprehensive financial software support to clients around the globe, addressing a diverse set of market, regulatory, and risk-adjusted requirements, all aimed at facilitating your most effective investment strategy. By utilizing our services, firms can enhance their operational efficiency while ensuring compliance and maximizing returns.
What is Aumni?
Enhance your insight into the private capital markets using the most advanced investment data available. Aumni offers instant access to reliable financial and legal insights sourced from your signed agreements, meticulously validated by venture experts and augmented with cutting-edge AI analytics. The platform has performed an unmatched analysis of private capital investment data. Numerous investment firms often collaborate with multiple co-investors at the same time. With Aumni, you can quickly engage with this powerful network of both past and present investors, equipping you to optimize your investment strategy. In just a few clicks, you can generate significant fund-level performance metrics and effortlessly compile equity financing summaries for each asset in your portfolio. Aumni simplifies access to comprehensive portfolio analytics with a single click, allowing you to choose key data points to share and create institutional-quality reports tailored for limited partners of various sizes, thus enhancing the effectiveness of your investment communications. This robust functionality positions Aumni as a vital tool for those looking to excel in the dynamic realm of private capital investing, giving you a competitive edge that can lead to greater success.
Integrations Supported
API Availability
API Availability
Pricing Information
$600 per year
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Windows
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
Captools
Company Location
United States
Company Website
www.captools.com
Company Facts
Organization Name
Aumni
Company Location
United States
Company Website
www.aumni.fund
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Categories and Features
Equity Management
Not specified
Investment Management
Not specified