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What is Covercy?

Covercy seamlessly integrates banking with investment management to enhance your financial operations. Our platform streamlines distribution and capital call payment processing through automation, helping you save valuable time while fostering trust with your LPs via an easy-to-use Investor Portal. Within this singular platform, you can also earn interest on the capital funds stored in your Covercy Wallet. Investors have the ability to log in and access comprehensive details about their portfolios, including transaction histories, reports, and essential documents. Capital can be called in your chosen investment currency, while investors can contribute in their preferred currencies. Our secure platform significantly reduces the risks associated with phishing and wire fraud, ensuring a safe experience for all users. You can monitor your investors' positions across all assets and funds with ease, analyzing data in various ways. Additionally, gaining insight into the Investor Portal allows you to understand the investor's perspective and experience firsthand. Completing distribution payments is simplified to a single click, with automatic account debits for convenience. Our financial partners facilitate the opening of accounts under your fund or asset names to automate the processing of capital calls and distributions. Furthermore, you have the opportunity to earn interest on any uninvested capital. Our stringent anti-money-laundering policies and procedures ensure compliance at all times, while enabling you to share essential documents such as K1s, agreements, and financial statements with your investors on a per-fund or syndicate basis. In this way, Covercy not only enhances operational efficiency but also strengthens investor relations.

What is Automational?

We provide customized solutions for Microsoft Access and the entire suite of Microsoft Office applications. Our mission is to boost your productivity and lower expenses by refining and automating your processes. With years of expertise in Access across multiple industries, we are adept at enabling you to achieve more in less time. Our remarkable skills in process automation allow us to convert complex workflows into straightforward, one-click tasks. We can transform extensive hours of work into just seconds of output. If there’s a means to meet your goals, we will discover it. Our dedication to data security is steadfast; our team has held security clearances and has a deep understanding of data governance at premier levels. You can count on us to protect your sensitive information as if it were our own. Moreover, we are willing to sign Non-Disclosure Agreements (NDAs) to provide that additional layer of confidentiality you may need. With our committed support, you will enjoy a smooth transition into a highly productive working environment. We believe that your success is our success, and we strive to make every interaction with us a positive and empowering experience.

Media

Media

Integrations Supported

Wufoo
Zapier

Integrations Supported

Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

$100 per hour
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Covercy

Date Founded

2015

Company Location

United Kingdom

Company Website

www.covercy.com

Company Facts

Organization Name

Automational

Date Founded

2010

Company Location

United States

Company Website

automational.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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