Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
B2iB2i Technologies presents a comprehensive and adaptable range of tools aimed at facilitating the management of your corporate website, investor relations site, and email communications. Our Investor Relations Software solutions are designed to integrate effortlessly with existing systems through a straightforward automation process that requires little input from your team. These solutions not only guarantee adherence to regulatory standards but also save valuable time when it comes to reporting and sharing critical financial data and press releases with your investors. The Investor Relations Solution by B2i provides reliable and customizable data for corporate websites, incorporating features such as press releases, stock information, charting tools, and SEC filings while ensuring compliance with SOX standards. Our software offers real-time updates that reflect data on your website without requiring any additional actions on your part. Once you complete your filings and press releases, they are automatically uploaded and formatted for your website, ensuring that your audience can easily access information. This efficient mechanism allows you to concentrate on your primary business functions while fostering transparent communication with your stakeholders, ultimately enhancing your corporate image and investor trust. With B2i Technologies, you can transform your investor relations management into a seamless and efficient process.
-
Dynamo SoftwareDynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
-
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.
-
DATDAT delivers transformative digital solutions for the freight and logistics landscape, operating platforms such as DAT One—the most expansive truckload freight network in North America—along with DAT iQ, a powerful resource for actionable analytics and freight market intelligence. Their portfolio also features Trucker Tools, which excels in providing shipment tracking and load visibility solutions. A broad spectrum of supply chain stakeholders, from shippers and brokers to carriers, journalists, and industry specialists, count on DAT’s expertise for up-to-the-minute freight trends and market evaluations. With a daily average of close to 700,000 posted loads and a data archive reflecting transactions exceeding $1 trillion, the company supports informed decisions across the industry. Dating back to its inception in 1978 and headquartered in Beaverton, Oregon, DAT forms a core business within Roper Technologies (Nasdaq: ROP), an enterprise recognized on the Nasdaq 100, S&P 500, and Fortune 1000, continuously raising the bar for digital innovation in transportation and supply chain logistics.
-
HarmoniHarmoni is an advanced platform for data analysis and visualization, specifically tailored to handle market research data. It excels in various tasks, including data processing, analysis, reporting, and visualization, as well as managing distribution and alerts. By automating many processes, Harmoni enables users to focus more on analyzing data rather than just processing it. This platform simplifies the sharing of critical and actionable insights with stakeholders. In an era where market research budgets are tightening while expectations continue to rise, Harmoni provides the flexibility to explore data in response to emerging questions. Additionally, it enables the integration of multiple data sources into a single, usable dataset. Supporting various data sources, such as IBM SPSS®, SQL, and Microsoft Excel, as well as CSV and tab-delimited files, Harmoni ensures comprehensive compatibility. Furthermore, it seamlessly integrates with well-known market research tools like Voxco and FocusVision Decipher, enhancing its usability and effectiveness in the field. Ultimately, Harmoni empowers professionals to derive meaningful conclusions from their data in a more efficient manner.
-
ConnectWise SIEMWith co-managed threat detection and response, deployment can occur in any location. ConnectWise SIEM, which was previously known as Perch, is a co-managed platform for threat detection and response, backed by a dedicated Security Operations Center. This solution is crafted to be both flexible and scalable, catering to businesses of all sizes while allowing customization to meet individual requirements. By utilizing cloud-based SIEM solutions, the time needed for deployment is significantly shortened from several months to just minutes. Our Security Operations Center actively monitors ConnectWise SIEM, providing users with access to essential logs. Additionally, threat analysts are available to assist you immediately upon the installation of your sensor, ensuring prompt support and response. This level of accessibility and expert guidance enhances your security posture right from the start.
-
BidtracerBidtracer was created by two skilled engineers who brought together their knowledge in mechanical, electrical, and computer engineering. This cutting-edge application functions as a dedicated sales operations and channel partner tool specifically tailored for the commercial construction industry. It streamlines the initiation of sales opportunities, the formulation of bid tracking plans, and the specification process while also facilitating the invitation of subcontractors for collaboration. Users can quickly leverage the estimating feature to draft proposals and dispatch them to clients with ease. Furthermore, it aids sales professionals in automating their bid follow-up processes, allowing them to monitor and identify the successful contractor. This process significantly enhances their likelihood of successfully closing sales on projects. Effective project management plays a vital role in optimizing time and increasing profitability within construction ventures. By automating numerous project management functions, we can enhance operational efficiency and simplify every aspect related to the project's management. Ultimately, this leads to a more organized workflow and improved outcomes for all stakeholders involved.
-
GuardzGuardz is the unified cybersecurity platform built for MSPs. We consolidate the essential security controls, including identities, endpoints, email, awareness, and more, into one AI-native framework designed for operational efficiency. With an identity-centric approach, an elite threat hunting team, and 24/7 AI + human-led MDR, Guardz transforms cybersecurity from reactive defense into proactive protection.
-
New RelicApproximately 25 million engineers are employed across a wide variety of specific roles. As companies increasingly transform into software-centric organizations, engineers are leveraging New Relic to obtain real-time insights and analyze performance trends of their applications. This capability enables them to enhance their resilience and deliver outstanding customer experiences. New Relic stands out as the sole platform that provides a comprehensive all-in-one solution for these needs. It supplies users with a secure cloud environment for monitoring all metrics and events, robust full-stack analytics tools, and clear pricing based on actual usage. Furthermore, New Relic has cultivated the largest open-source ecosystem in the industry, simplifying the adoption of observability practices for engineers and empowering them to innovate more effectively. This combination of features positions New Relic as an invaluable resource for engineers navigating the evolving landscape of software development.
-
BuildxactBuildxact is an intuitive construction management software designed specifically for contractors, residential builders, and remodelers, facilitating seamless project management from start to finish. By utilizing this platform, users can transform their operations, managing everything from initial takeoffs to the final billing process with ease. With Buildxact, estimation processes are streamlined, allowing for quicker takeoffs and quotes, achieving speeds up to five times faster. Being a cloud-based solution means that you can easily set up and begin using it without delay. Say goodbye to cumbersome paper plans and spreadsheets! The digital takeoff feature enables users to scale plans and measure with just a few clicks, ensuring accuracy in material counts and measurements. Effortlessly transfer material quantities into your estimates using online tools and pricing that significantly outpace traditional methods. Furthermore, Buildxact offers estimates that clearly delineate materials, labor, and overhead costs for clients, resulting in polished quotes that help secure more contracts. Discover the advantages of Buildxact for yourself by signing up for a free trial today, and experience the ease of modern construction management firsthand!
What is S&P Capital IQ Desktop?
In today's fast-moving market environment, investors expect instant access to news, financial information, and various insights. As a result, it's essential for your investor relations (IR) program to quickly adjust to these evolving demands. The S&P Capital IQ desktop provides IR specialists with crucial market intelligence, enabling them to assess analyst opinions, track shareholder movements, and benchmark their performance against rivals. Start your day with immediate access to key market insights that facilitate your success in this role. Our newly designed investor relations dashboard includes analytics specifically tailored for the IR workflow, featuring a customizable peer watch list, detailed ownership analysis of your company, market charts, significant industry updates, and the latest headlines. You can also smoothly access broker research, financial models, and industry reports in real-time. Furthermore, you will gain an understanding of why certain analysts may not be included in consensus estimates and can monitor individual analysts while linking their forecasts back to the original research. Utilizing our historical data allows you to track revisions and consensus trends over time, giving you a comprehensive perspective on market movements. This all-encompassing tool not only equips you with the resources needed to thrive but also ensures you remain proactive in a constantly changing financial landscape. By embracing these advanced features, you can elevate your IR strategy and strengthen your connections with stakeholders.
What is Obsidian Suite?
From the early stages of prospect outreach to establishing a strong relationship with valued clients, our offerings deliver extensive support throughout the process. You can effortlessly track activities, jot down notes, and manage your pipeline without any hassle. Our platform is designed for seamless inbox integration, ensuring that important emails sync automatically with your CRM system. Boost your deal closure rates with our innovative interactive prospect portal, a key component of the CRM specifically designed for the finance industry. With the needs of financial professionals at the forefront, Obsidian’s Business Intelligence Suite is equipped with a diverse selection of plugins that enable financial firms to analyze portfolio and investor metrics effectively. This functionality includes monitoring subscriptions by various categories such as portfolio, sales representative, or advisor, while also delivering valuable insights into performance, risk analytics, and account activities, including PnL tracking. Our interactive client portals facilitate engagement with a range of client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only provides remarkable flexibility in client communication but also guarantees that all investment management firms can address their specific needs with efficiency. By utilizing our solutions, firms can significantly enhance their client relationships and streamline financial operations, ultimately positioning themselves for greater success in a competitive market. Furthermore, our commitment to innovation ensures that you stay ahead in an ever-evolving financial landscape.
Integrations Supported
BlueFlame AI
Claude for Financial Services
Intapp Conflicts
Intapp DealCloud
Intapp Intake
Obsidian SmartDocs
StarCompliance
Integrations Supported
BlueFlame AI
Claude for Financial Services
Intapp Conflicts
Intapp DealCloud
Intapp Intake
Obsidian SmartDocs
StarCompliance
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
S&P Global
Company Location
United States
Company Website
www.snlnet.com/marketing/microsite/irsolutions/capital-iq-desktop.html
Company Facts
Organization Name
Obsidian Suite
Date Founded
2013
Company Location
Canada
Company Website
obsidiansuite.com
Categories and Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
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
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations