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What is Tribevest?

Start tribe-vesting with your friends and family today; it’s a straightforward way to turn those closest to you into partners in business who work together on investments. Tribevest acts as a platform for collective investments, enabling loved ones to unite as a group of investors, combine their financial resources, and manage shared ventures. While we acknowledge the multitude of tools out there, it's not necessary to employ every single one to successfully oversee your investment team and finances. Tribevest consolidates all essential functions into a cohesive experience for users. Our goal at Tribevest is to build and maintain a marketplace that honors, supports, and connects different tribes, their members, and every milestone they reach together. We endeavor to connect individuals who share common goals, empowering them to leverage and optimize their collective resources. Ultimately, Tribevest is committed to aligning people and providing innovative tools along with proven pathways that cater specifically to the unique aims of each group. Through promoting collaboration, we aspire to enable communities to achieve substantial financial growth collectively while fostering deeper connections among members.

What is Envision Investor Management Suite?

The Envision Investor Management Suite is built upon a core record-keeping system that supports nearly all of our functions, providing a flexible and modular toolkit that addresses a diverse array of operational challenges encountered by pooled investment vehicles. By utilizing its open architecture and software-as-a-service model, it effectively reduces both costs and complexity. This suite unifies various systems within a customizable modular framework, enabling employees to effortlessly access account information from a single interface, which significantly boosts back-office efficiency through user-friendly experiences. Furthermore, it offers real-time data integration, which removes the delays typically associated with batch processing, ensuring that decision-makers have prompt access to the most up-to-date information. Ultimately, this suite is crafted not only to refine operations but also to enhance the overall management of investment portfolios, positioning organizations for greater success in an ever-evolving market. Enhanced features also allow for greater adaptability to future technological advancements.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$3 per month
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

Tribevest

Date Founded

2018

Company Location

United States

Company Website

www.tribevest.com

Company Facts

Organization Name

Envision Financial Systems

Date Founded

1994

Company Location

United States

Company Website

enfs.com/envision-investor-management-suite/

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

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