Ratings and Reviews 1 Rating
Ratings and Reviews 1 Rating
Alternatives to Consider
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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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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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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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DashboardFoxDashboardFox is a powerful tool for business users, providing features like dashboards, interactive visualizations, codeless reporting, data security, mobile access, and scheduled reports. Unlike many other software options, DashboardFox operates on a one-time payment model, allowing users to purchase the software outright without the burden of ongoing subscription fees. It can be conveniently installed on your own server, ensuring that your data remains secure behind your firewall, while also offering managed hosting for those interested in Cloud BI—maintaining your ownership of data and licenses. With DashboardFox, users can easily interact with live data visualizations and create new reports without needing any technical expertise, thanks to its intuitive codeless builder. This makes it a compelling alternative to popular platforms like Tableau, Sisense, Looker, Domo, Qlik, and Crystal Reports, providing similar functionalities with added advantages. Whether you are a small business or a large enterprise, DashboardFox adapts to your needs, making data handling more efficient and accessible for everyone involved.
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Semarchy xDMExplore Semarchy’s adaptable unified data platform to enhance decision-making across your entire organization. Using xDM, you can uncover, regulate, enrich, clarify, and oversee your data effectively. Quickly produce data-driven applications through automated master data management and convert raw data into valuable insights with xDM. The user-friendly interfaces facilitate the swift development and implementation of applications that are rich in data. Automation enables the rapid creation of applications tailored to your unique needs, while the agile platform allows for the quick expansion or adaptation of data applications as requirements change. This flexibility ensures that your organization can stay ahead in a rapidly evolving business landscape.
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AddSearchAddSearch delivers rapid, seamless, and tailored site search solutions suitable for any website or web application. You can utilize our Crawler or Indexing API to efficiently index your content and ensure it remains current. Additionally, AddSearch assists in building search user interfaces and configuring search settings. Featuring advanced capabilities like autocomplete, synonym management, ranking tools, and progressive ranking, AddSearch is designed to accommodate a wide range of needs, making it ideal for both small enterprises and large organizations. This versatility ensures that businesses of all sizes can enhance their search functionalities effortlessly.
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Netwrix AuditorNetwrix Auditor is a visibility solution that empowers you to manage modifications, settings, and access across hybrid IT landscapes. Additionally, it alleviates the pressure of upcoming compliance audits. You can track all alterations in both your cloud and on-premises systems, encompassing Active Directory, Windows Servers, file storage, Exchange, VMware, and various databases. Simplifying your inventory and reporting processes is achievable, and you can effortlessly confirm that your access and identity configurations align with the established good state by conducting regular reviews. This proactive approach not only enhances security but also boosts overall operational efficiency.
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SatoriSatori is an innovative Data Security Platform (DSP) designed to facilitate self-service data access and analytics for businesses that rely heavily on data. Users of Satori benefit from a dedicated personal data portal, where they can effortlessly view and access all available datasets, resulting in a significant reduction in the time it takes for data consumers to obtain data from weeks to mere seconds. The platform smartly implements the necessary security and access policies, which helps to minimize the need for manual data engineering tasks. Through a single, centralized console, Satori effectively manages various aspects such as access control, permissions, security measures, and compliance regulations. Additionally, it continuously monitors and classifies sensitive information across all types of data storage—including databases, data lakes, and data warehouses—while dynamically tracking how data is utilized and enforcing applicable security policies. As a result, Satori empowers organizations to scale their data usage throughout the enterprise, all while ensuring adherence to stringent data security and compliance standards, fostering a culture of data-driven decision-making.
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SafeticaSafetica Intelligent Data Security ensures the protection of sensitive enterprise information no matter where your team operates. This international software organization specializes in providing solutions for Data Loss Prevention and Insider Risk Management to various businesses. ✔️ Identify what needs safeguarding: Effectively detect personally identifiable information, intellectual property, financial details, and more, no matter where they are accessed within the organization, cloud, or on endpoint devices. ✔️ Mitigate risks: Recognize and respond to dangerous behaviors by automatically detecting unusual file access, email interactions, and online activities, receiving alerts that help in proactively managing threats and avoiding data breaches. ✔️ Protect your information: Prevent unauthorized access to sensitive personal data, proprietary information, and intellectual assets. ✔️ Enhance productivity: Support teams with live data management hints that assist them while accessing and sharing confidential information. Additionally, implementing such robust security measures can foster a culture of accountability and awareness among employees regarding data protection.
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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.
What is PitchBook?
Established in 2007 and later acquired by Morningstar in 2016, PitchBook offers extensive data on both private and public markets to assist professionals in identifying and capitalizing on prime opportunities. Users can access PitchBook's rich data and insights through its acclaimed software, the PitchBook Platform, along with a variety of integrated tools, industry updates, and detailed reports.
As a wholly-owned subsidiary of Morningstar, PitchBook operates from its headquarters in Seattle, London, and Singapore, while also maintaining offices in New York, San Francisco, and Hong Kong.
With PitchBook, you can engage in activities like:
- Analyzing private market intelligence
- Fundraising initiatives
- Investment sourcing
- Conducting due diligence
- Developing business strategies
- Expanding your network
- Executing deals
The clientele that PitchBook serves includes:
- Venture capital firms
- Corporate development teams
- Investment banks
- Private equity firms
- Limited partners
- Legal practices
- Accounting firms
- Lenders
- Commercial real estate companies
- Executive recruitment agencies
Discover the impact that comprehensive private market data can have on your operations by requesting a free trial today, and unlock new growth avenues for your business. Don't miss out on the opportunity to enhance your investment strategies with PitchBook's advanced resources.
What is FactSet?
We provide tailored data solutions that optimize your workflow, powerful analytics that drive exceptional performance, and insights that grant important perspectives. FactSet serves over 6,000 organizations within the financial sector, assisting them in addressing critical challenges such as minimizing technology costs, creating efficient workflows, mitigating risks, and implementing robust data governance throughout their operations. With a network of more than 160,000 investment professionals depending on our comprehensive data feeds, desktop analytics, web and mobile tools, as well as dedicated client support, we transform the way they discover, assess, and capitalize on market opportunities. Our unwavering commitment to quality ensures that clients are consistently prepared to maneuver through the intricate dynamics of their respective industries, ultimately fostering a proactive approach to their strategic initiatives. Additionally, our innovative solutions adapt to the evolving demands of the market, reinforcing our position as a leader in financial analytics.
Integrations Supported
Claude for Financial Services
Intapp DealCloud
4Degrees
Affinity
Allocator
Allvue
Backstop
BlueFlame AI
Cobalt
DataParser
Integrations Supported
Claude for Financial Services
Intapp DealCloud
4Degrees
Affinity
Allocator
Allvue
Backstop
BlueFlame AI
Cobalt
DataParser
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
PitchBook
Date Founded
2007
Company Location
United States
Company Website
pitchbook.com
Company Facts
Organization Name
FactSet Research Systems
Company Location
United States
Company Website
www.factset.com
Categories and Features
Data Discovery
Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
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
Categories and Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
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