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What is Proteus?

Proteus stands out as a cutting-edge platform that utilizes advanced technology to improve access to alternative investments for wealth managers, fund sponsors, and qualified investors alike. By enabling client capital to be allocated into customized portfolios of private market assets, it combines essential functions such as research, due diligence, portfolio construction, and execution within a unified system. The platform adeptly simplifies complex investment workflows through an efficient electronic subscription process, centralized onboarding, and automated administrative tasks, thus reducing the usual challenges encountered in private markets. Furthermore, Proteus is tailored to assist with the creation and management of feeder fund structures, tackling regulatory, governance, and operational hurdles, which allows firms to focus on their investment approaches without being hindered by infrastructural concerns. In addition, it provides secure, adaptable environments equipped with extensive monitoring and reporting capabilities, as well as consolidated tax documentation, significantly enhancing user experience and operational productivity. This innovative strategy not only encourages improved investment decision-making but also facilitates a more cohesive integration of alternative investments into conventional portfolios, making it a valuable tool for modern investment management. Overall, Proteus represents a transformative solution that addresses the evolving needs of the investment landscape.

What is FLO?

Bizgaze empowers small and medium-sized businesses (SMBs) with its innovative FLO platform. FLO is tailored for independent entrepreneurs, including distributors, retailers, and manufacturers, who possess the ambition to elevate their operations within a collaborative environment. By adopting Business Automation, any organization can enhance its decision-making processes and operational efficiency. FLOTM Automation enables the creation of automated tasks that can be utilized by all parties involved, optimizing your team's productivity. Winning in the Market Tech-savvy businesses consistently outperform their traditional counterparts. Over the last ten years, companies leveraging technology have experienced substantial growth. Embracing automation provides a competitive advantage to capture market share effectively. Features include a white-labeled mobile application available on both App Store and Play Store, complete control over business processes, seamless integration with existing ERP systems, GPS-enabled workflows for real-time asset tracking, and instant notifications for quicker engagement. This suite of tools ensures that businesses are well-equipped to navigate the dynamic market landscape.

Media

Media

Integrations Supported

Focus
NetSuite
Odoo
Salesforce
Tally
Zoho Books
Zoho CRM
Zoho CRM Plus

Integrations Supported

Focus
NetSuite
Odoo
Salesforce
Tally
Zoho Books
Zoho CRM
Zoho CRM Plus

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

₹1500 per user per 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

Proteus

Date Founded

2012

Company Location

United States

Company Website

www.proteuscapital.us

Company Facts

Organization Name

BizGaze Limited

Date Founded

2012

Company Location

India

Company Website

bizgaze.com/flo-series.html

Categories and Features

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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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