Ratings and Reviews 2 Ratings

Total
ease
features
design
support

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

  • RealEstateAPI (REAPI) Reviews & Ratings
    25 Ratings
    Company Website
  • TraceEngine Reviews & Ratings
    1 Rating
    Company Website
  • Ideals Virtual Data Room Reviews & Ratings
    938 Ratings
    Company Website
  • Intradiem Reviews & Ratings
    90 Ratings
    Company Website
  • Casebook Reviews & Ratings
    136 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Building Logistics Reviews & Ratings
    161 Ratings
    Company Website
  • Kognition Reviews & Ratings
    Company Website
  • SDS Manager Reviews & Ratings
    2 Ratings
    Company Website
  • DataBuck Reviews & Ratings
    6 Ratings
    Company Website

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

API Availability

Has API

API Availability

Has API

Pricing Information

$0.03 cents/record
Free Trial Offered?
Free Version

Pricing Information

$250/month
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

Prime Tracers

Date Founded

2023

Company Location

United States

Company Website

prime-tracers.app/home

Company Facts

Organization Name

Pinnakl

Date Founded

2015

Company Location

United States

Company Website

pinnakl.com/hedge-fund-crm

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

Popular Alternatives

Popular Alternatives

Backstop Reviews & Ratings

Backstop

Backstop Solutions Group