Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • KonstructIQ Reviews & Ratings
    7 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    715 Ratings
    Company Website
  • FirstPromoter Reviews & Ratings
    67 Ratings
    Company Website
  • Roofr Reviews & Ratings
    146 Ratings
    Company Website
  • wp2print Reviews & Ratings
    7,748 Ratings
    Company Website
  • Nasdaq Metrio Reviews & Ratings
    14 Ratings
    Company Website
  • IUX Reviews & Ratings
    968 Ratings
    Company Website
  • Passwork Reviews & Ratings
    129 Ratings
    Company Website
  • CompUp Reviews & Ratings
    66 Ratings
    Company Website

What is FinmaxTech?

FinmaxTech empowers international corporations, encompassing both sell-side and buy-side entities, financial institutions, banks, FCMs, and various other service providers in the financial sector, to undergo transformation through innovative technology, design, and strategic insights. Our diverse range of products encompasses derivatives across sectors such as Electricity, Gas, Oil, Equities, Futures, Emission products, and Options. With multiple modules tailored for order and execution processing across platforms like TRAFiX, Fidessa, Trayport, and Sphirra, orders can be efficiently allocated to internal back-office systems while generating the necessary tickets. Additionally, our offerings feature modules designed for European Confirm Matching with Equias (including PDF confirmations), REMIT Reporting (including LTID Breach Reporting), and various other compliance tasks. FinmaxTech’s comprehensive solutions are capable of producing invoices, monitoring payment statuses, and managing any write-offs that arise. Furthermore, our system includes an advanced rule engine that facilitates precise commission and fee calculations, ensuring financial operations are both streamlined and accurate. All these features work in harmony to provide a robust framework for financial transaction management.

What is AgenticPM?

AgenticPM is an advanced AI platform specifically designed for the private markets, featuring tailored agents that cater to private equity firms, transaction advisory teams, and investment banking specialists. One of its standout components, Deal Scout, plays a crucial role in pinpointing and evaluating potential targets, mapping market landscapes, and enriching target lists with key insights. The platform's Deal Advisor function meticulously examines deal documents, streamlining due diligence processes and aiding in the creation of investment cases and investment committee memos. Additionally, the Portfolio Monitor actively tracks the performance and risks tied to portfolio companies, while the Exit Advisor supports exit planning and valuation assessments. Furthermore, various agents assist with diverse aspects, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets activities. The platform stands out by effectively analyzing crucial company and deal data and can easily integrate enhanced target information into existing CRM systems. Designed to optimize processes surrounding deal sourcing, due diligence, portfolio oversight, and exit strategies, AgenticPM offers users the opportunity to experience a complimentary trial or organize a demonstration to delve into its functionalities. This initiative not only showcases the platform’s capabilities but also empowers potential clients to grasp how AgenticPM can fulfill their unique requirements within the competitive realm of private markets, ensuring they remain ahead in their investment endeavors.

Media

No images available

Media

No images available

Integrations Supported

Integrations Supported

Claude

API Availability

API Availability

Pricing Information

Based on Implementation

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

FinmaxTech

Date Founded

2010

Company Location

United States

Company Website

www.finmaxtech.com

Company Facts

Organization Name

Agentic Private Markets

Date Founded

2025

Company Location

United States

Company Website

www.agenticprivatemarkets.ai/

Categories and Features

Categories and Features

Deal Sourcing

Not specified

Due Diligence

Not specified

Private Equity

Not specified

Popular Alternatives

Popular Alternatives

Bloomberg MTF Reviews & Ratings

Bloomberg MTF

Bloomberg Professional Services
BlockCross Reviews & Ratings

BlockCross

Instinet