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Ratings and Reviews 0 Ratings
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What is Seraf?
Discover critical insights that will improve your decision-making process and refine your investment tactics. Effortlessly track capital allocations, fees, and calls while swiftly updating valuations as needed. Manage all your investments using a centralized web dashboard, which assists you from initial investment to final exit. Seraf streamlines your experience, allowing you to build your portfolio effortlessly in just a few simple steps. Obtain an all-encompassing view, derive insights, and generate reports in no time at all. Designed by experienced early-stage investors with more than 25 years of knowledge in fund management and development, Seraf skillfully navigates the complexities of today's early-stage investment landscape. Specifically tailored for early-stage investors, Seraf provides the vital tools required for maximum portfolio management efficiency. By leveraging Seraf, you can enhance your investment strategy and maintain a competitive edge in the market, ensuring you make informed decisions that drive success. Embrace the future of investment management with confidence and clarity.
What is PAM?
Effectively managing your investment data requires the use of suitable tools and the gathering of vital information that complies with various accounting standards, including local generally accepted accounting principles (GAAP), tax laws, regulatory obligations, management directives, and International Financial Reporting Standards (IFRS). By implementing PAM®, our comprehensive accounting and management platform, you will obtain a holistic view of your financial assets and data. PAM is engineered for exceptional flexibility, operating efficiently across different asset categories, currencies, and portfolio structures. It integrates transaction management, cash oversight, detailed reporting, recordkeeping, and valuation within a single cohesive framework. With a variety of accounting parameter settings at your disposal, you can tailor your accounting practices to fit your specific processing needs. Additionally, PAM can be utilized as either a hosted software service or a local installation, both offering an easy-to-navigate interface that facilitates prompt data analysis and management, helping you stay proactive in your investment tactics. This adaptability not only streamlines your workflow but also significantly enhances your ability to make strategic financial decisions that can lead to improved investment results. Ultimately, the robust features of PAM empower you to navigate complex financial landscapes with confidence.
Integrations Supported
Obol
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
Seraf
Date Founded
2013
Company Location
United States
Company Website
seraf-investor.com
Company Facts
Organization Name
State Street
Date Founded
1792
Company Location
United States
Company Website
www.statestreet.com/solutions/by-capability/ssgs/invest-service/accounting.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
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