Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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FundCountFundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.
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AlternativeSoftSince its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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Firmex Virtual Data RoomFirmex data rooms enable a greater number of transactions, due diligence activities, and compliance workflows than any other solution available. Annually, more than 20,000 new data rooms are launched, with countless organizations depending on Firmex to oversee their most sensitive projects and operations. The platform's secure and powerful data rooms, along with top-tier customer support, ensure that you maintain full control over your essential documents. Firmex provides various pricing options, which include unlimited subscriptions for data rooms as well as transaction-based pricing. Fully compliant with SOC 2, GDPR, and HIPAA regulations, Firmex also offers features such as single sign-on (SSO), API integrations, and redaction capabilities, ensuring a comprehensive solution for managing sensitive information. With its user-friendly interface and robust security measures, Firmex stands out as a leading choice for businesses looking to streamline their data management processes.
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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Datasite Diligence Virtual Data RoomIt's essential to have more than just a basic platform for document exchange; you require advanced features like AI-driven redaction capabilities. An integrated Q&A tool with sophisticated workflow options is also necessary, as is a reliable source of truth to support your processes. That's where Datasite Diligence comes into play. Datasite offers the most reliable virtual data room (VDR) for mergers and acquisitions, with over 14,000 projects initiated each year on its platform. Built with top-tier functionality and innovative productivity tools, Datasite Diligence ensures that the due diligence process is seamless and efficient, allowing you to focus on what truly matters. In today's fast-paced business environment, having the right tools is crucial for success.
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Multiview ERPOur goal is to eliminate the Month End process. For nearly three decades, Multiview has been dedicated to enhancing corporate finance and back-office functions, allowing our clients to concentrate on their core business activities. While corporate finance and accounting have traditionally been used to evaluate past performance—an approach that certainly holds value—we believe that even greater benefits can be realized when this information is utilized on a daily basis to inform decisions and drive results, rather than merely reflecting on outcomes after they occur. The ability to control data resides with the CFO and can be effectively shared across the organization, making trust in the information used for decision-making paramount. In essence, the finance team plays a crucial role in narrating the story of what is happening within the organization, underpinned by precise and timely data. We invite you to be part of our mission to End Month End and transform your organization from merely chasing numbers to actively leveraging them for success. By adopting this proactive approach, you can foster a culture of informed decision-making and strategic planning within your team.
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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Asym CapitalYou can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.
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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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Figure MarketsFigure Markets is a comprehensive cryptocurrency platform providing a seamless experience for buying, selling, and borrowing crypto assets like BTC, ETH, and the newly launched SEC-regulated stablecoin, YLDS. Unlike traditional exchanges, Figure Markets offers zero-fee trading, enabling users to maximize their returns without the hassle of additional costs. In addition to trading, users can leverage the Forward Vault, which provides up to 8% APY on stablecoin deposits, allowing them to earn passive income. The platform also facilitates crypto-backed loans, further enhancing its utility. What sets Figure Markets apart is its focus on self-custody, ensuring that users maintain full control over their assets at all times. With an emphasis on security and regulatory compliance, it caters to those looking for a reliable and transparent way to manage and grow their crypto portfolios.
What is Deloitte Cascade Suite?
Cascade Suite is crafted to meet the needs of fund administrators who require improved accuracy and oversight across multiple funds through a scalable private equity software solution, while also providing asset managers with a cost-effective tool for reporting and reconciling deal-by-deal waterfall calculations. It promotes greater transparency and ensures compliance for both regulators and investors, automates complex allocations and calculations, and significantly reduces operational expenses. These benefits are merely a glimpse into the capabilities of Cascade Suite. This powerful and flexible proprietary software serves as an exceptionally effective resource for your alternative investment structures, efficiently supporting industries such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With a variety of deployment options available, Cascade Suite is ready to revolutionize your investment management workflows, enhancing overall efficiency and productivity in the process.
What is Caltina?
Caltina delivers all-encompassing front-office solutions specifically crafted for private equity, family offices, real estate, secondaries, and fundless sponsors. These solutions, constructed entirely on the Salesforce platform, are meticulously designed to align with the distinct workflows of alternative asset managers, offering flexibility for customization to meet the specific needs of various firms. Understanding that each fund and scenario has unique attributes, Caltina can initiate with a specially configured Salesforce.com setup or modify an existing instance, ensuring a personalized approach that aligns with your fund’s strategic goals. Throughout this customization process, we prioritize the gathering of relevant data and spreadsheets to facilitate their seamless integration into the platform, thereby reducing the cumbersome exchange of email attachments and allowing you to focus on what is essential. You will have the ability to effectively manage your prospective deal pipeline, as the system can be tailored to represent your firm's specific asset class, niche, and operational procedures. Furthermore, our solution meticulously organizes your firm's interactions with deal sources, helping you identify top-quality bankers and lenders while efficiently tracking sell-side and financing activities to bolster your decision-making capabilities. Ultimately, Caltina enhances your firm’s operations by streamlining key processes and boosting overall efficiency in managing relationships and seizing opportunities, thus enabling your team to work more effectively in a competitive market. This emphasis on a tailored experience ensures that you remain agile and responsive in a dynamic investment landscape.
Integrations Supported
AlphaCodium
Appvance
Cisco Prime Network
Google Cloud VMware Engine
Informatica Data Privacy Management
Informatica Enterprise Data Catalog
Konsolidator
New Black EVA
OANDA Exchange Rate API
OpenText Core Content Management
Integrations Supported
AlphaCodium
Appvance
Cisco Prime Network
Google Cloud VMware Engine
Informatica Data Privacy Management
Informatica Enterprise Data Catalog
Konsolidator
New Black EVA
OANDA Exchange Rate API
OpenText Core Content Management
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Deloitte
Date Founded
1982
Company Location
United States
Company Website
www2.deloitte.com/us/en/pages/risk/solutions/automated-distribution-waterfall-solution.html
Company Facts
Organization Name
Caltina
Date Founded
2016
Company Location
United States
Company Website
www.caltina.com
Categories and Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
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