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What is Cobalt?

The software you choose, particularly your CRM and its various integrations, must be flexible enough to align with your team's distinctive operational workflows. Furthermore, it needs to be sturdy and reliable, ensuring steady performance now while also facilitating future innovations. For over two decades, Cobalt has focused on developing and refining tools specifically designed to integrate seamlessly with Microsoft Dynamics 365. Their range of services encompasses membership management, certification, events, eCommerce, and migration solutions, which are widely employed by a diverse group of membership organizations, certification bodies, small and medium-sized businesses, along with numerous Dynamics 365 partners and users. Cobalt’s unwavering dedication to innovation and customer satisfaction propels their continuous development initiatives. This commitment not only enhances user experience but also positions them as a leader in their field.

What is Cobalt?

Data plays a crucial role in boosting profitability and enhancing margins. Our platform is designed to encourage collaboration among your team, operating companies, and limited partners by eliminating data silos found in isolated teams, emails, and difficult-to-access databases through a user-friendly interface. This streamlined approach enables deal, investor relations, and finance teams to work together effortlessly with shared data sets and established protocols in a cloud-driven and collaborative environment. Equipped with advanced visualization and analytical tools, our platform helps convey your narrative effectively while offering a tailored experience for both operating companies and limited partners. The ingenuity behind Cobalt is rooted in the vast expertise of our team, where product specialists are adept at crafting powerful private market technologies, and our dedicated support team ensures that these tools work at peak performance for our clients. By requesting a demo today, you can uncover the unique benefits our platform offers to your organization, allowing us to showcase the full potential of Cobalt GP. Witness how our innovative solutions can significantly enhance your workflow and propel your success to new heights. With Cobalt GP, transforming your operational processes into a seamless experience is just a demonstration away.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Momentive Software

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Momentive Software

Company Location

United States

Company Website

www.cobalt.net

Company Facts

Organization Name

FactSet

Date Founded

2011

Company Location

United States

Company Website

www.cobalt.pe/

Categories and Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

CRM

Not specified

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Payment Processing
Website Management

Categories and Features

Business Intelligence

Not specified

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

Private Equity

Not specified

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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