Nth Round Reviews & Ratings

Nth Round

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is PortfolioShop?

A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.

What is Nth Round?

Nth Round provides a comprehensive equity management platform designed for businesses of all sizes and stages, allowing for effective oversight of equity while fostering meaningful shareholder engagement and liquidity in a secure environment. Users can enhance the shareholder experience through personalized reports and tailored communications that truly resonate. By keeping tabs on ownership, managing access, and enabling the issuance of digital assets like shares or units, companies can gain valuable insights into their equity. When appropriate, a discreet trading environment is available 24/7 for shareholders and potential investors, ensuring seamless transactions. Stand out from the competition with a modern, mobile-friendly digital interface that prioritizes shareholder convenience. New investors can be securely onboarded with digital subscription agreements, complemented by safe hosting of financial documents. Navigate complex regulations efficiently while managing shareholder data through organized processes. Moreover, equity management and shareholder engagement can be bolstered with group emails, corporate announcements, and interactive mapping, all within a single secure platform that guarantees a smooth experience for every user. This all-encompassing strategy not only streamlines equity management but also fosters stronger connections with stakeholders, ultimately enhancing overall business success.

Media

Media

Integrations Supported

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$1500/month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

PortfolioShop

Date Founded

1998

Company Location

United States

Company Website

www.portfolioshop.com

Company Facts

Organization Name

Nth Round

Company Location

United States

Company Website

NthRound.com

Categories and Features

General Ledger

Not specified

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Wash Sale Detection

Categories and Features

Equity Management

Not specified

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