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What is IrisAPT?

IrisApt is a customer relationship management (CRM) solution developed from our extensive experiences and more than 15 years of expertise in small business sales. This cloud-based platform is crafted to be user-friendly and sales-oriented, ensuring accessibility for individuals from various backgrounds. Getting started with IrisApt is incredibly simple, as it requires no installation; users just need to register their organization to begin using the software immediately. The platform eliminates cumbersome workflows and processes, focusing instead on a clear understanding of deals and categorizing them into easily navigable visual formats. IrisApt provides businesses with the tools to efficiently handle customer orders and inquiries while also enabling effective management of customer accounts. Furthermore, it boosts companies' capabilities to nurture relationships with their customers, covering the stages of initiation, maintenance, and closure of these connections. Built with cutting-edge technology and in line with top CRM practices, IrisApt also offers users the flexibility to customize the application to meet their unique needs in just a few clicks, guaranteeing a tailored experience. By integrating these various features, IrisApt not only streamlines customer management but also significantly improves overall productivity within organizations, paving the way for greater success in customer engagement.

What is FinBursa 360?

FinBursa functions as a sophisticated front-office platform specifically designed for the global private markets, merging customer relationship management, deal coordination, document handling, fundraising initiatives, asset sales, and marketing opportunities into a unified and customizable framework, augmented by advanced AI capabilities and a comprehensive database of deals. This solution enables firms operating in the private market arena to effectively manage their relationships, transactions, and documentation through a single collaborative interface, thus removing the necessity for multiple disconnected systems. The AI components are crafted to utilize the interconnected data and institutional structures of the firm, promoting insightful analysis and execution throughout numerous front-office functions. FinBursa is particularly suited for professional players in private markets who need a strong infrastructure and flexible workflows that reduce fragmentation, protect institutional knowledge, and empower teams to work with enhanced speed, consistency, and oversight, ultimately leading to improved results in their operational endeavors. By promoting a cohesive strategy, FinBursa not only boosts operational efficiency but also aids in more effective strategic decision-making within the organization, allowing for greater responsiveness to market changes. This holistic approach ensures that firms can adapt quickly to evolving conditions, ultimately strengthening their competitive edge in the private market landscape.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Archer
BlackBerry Access
Cisco AnyConnect
Google Cloud Platform
IBM Cloud
Microsoft 365
OmegaCube ERP
Oracle Cloud Infrastructure
SAP Cloud Platform

Integrations Supported

Microsoft Outlook

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Contact us
Contact us for pricing. Annual subscription, minimum 5 users.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

IrisLogic

Date Founded

2014

Company Location

United States

Company Website

irislogic.com/irisapt/

Company Facts

Organization Name

FinBursa Technologies Ltd

Date Founded

2024

Company Location

New York, NY, United States; Dubai, United Arab Emirates

Company Website

finbursa.com

Categories and Features

CRM

Not specified

Categories and Features

Family Office

Not specified

Financial CRM

Asset Management
Relationship Tracking

Investment Management

Not specified

Virtual Data Room

Not specified

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