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What is Sensr Portal?

Offer your investors a sophisticated and modern view of their portfolios that enriches their overall experience. Allow them to track their investments, projections, and returns all from a single, user-friendly platform. They have the flexibility to dive deep into the details of individual investments whenever they wish. Keep your investors updated whether they are on the go or enjoying downtime at home. Our platform is specifically designed for real estate investment firms, ensuring it meets the distinct needs of your business. Take command of your processes and optimize your internal operations to increase efficiency and reduce errors. Centralize your contacts, entities, ownership information, distributions, and tax records in one easily accessible location for your entire team. With our powerful marketing automation features, Sensr Portal integrates smoothly with your existing marketing tools and website, streamlining the funding process. Create instant landing pages and collect crucial data on prospect interest and engagement, which will enable you to refine your outreach efforts effectively. By leveraging these innovative tools, your firm can greatly improve its operational productivity while delivering an outstanding experience for your investors, ultimately fostering stronger relationships and driving growth.

What is Bite Stream?

Bite Stream is an adaptable software-as-a-service (SaaS) solution designed to help asset managers and firms effectively and securely oversee the distribution of private market investment products with a strong focus on compliance. The platform enables targeted distribution that can scale across different jurisdictions and investor segments, allowing users to manage their fundraising activities more efficiently while enhancing engagement through up-to-the-minute analytics. With its digital workflows, Bite Stream simplifies the subscription process and promotes swift re-investments, all while delivering consolidated reporting and automated management of investor relations seamlessly. The state-of-the-art technology provided empowers users to expand their global presence effortlessly. Additionally, Bite Stream can be customized rapidly to meet specific compliance needs, giving you confidence when navigating international markets, while also allowing for the easy integration of new investor types as your business grows, thus promoting ongoing evolution and flexibility. This comprehensive approach equips firms with the tools they need to stay competitive in a fast-evolving financial landscape.

Media

Media

Integrations Supported

Agile CRM
Asana
Copper
Docusign
Google Contacts
Google Forms
Google Sheets
Google Tasks
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
Pipedrive
Podio
Salesforce
Streak
Zoho CRM

Integrations Supported

Agile CRM
Asana
Copper
Docusign
Google Contacts
Google Forms
Google Sheets
Google Tasks
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
Pipedrive
Podio
Salesforce
Streak
Zoho CRM

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

Sensr Portal

Date Founded

2015

Company Location

Canada

Company Website

www.sensrsolutions.com

Company Facts

Organization Name

Bite Investments

Date Founded

2019

Company Location

United Kingdom

Company Website

www.biteinvestments.com

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

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

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

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