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What is otris corporate?

Transform your investment management procedures with Otris Corporate, which enhances transparency for more effective oversight and administration by providing organized charts, structured documentation, traceable progress reports, and customized analytics. Investment management fundamentally revolves around implementing a clear investment strategy, optimizing administrative tasks, and establishing uniform controls, all of which depend on having current and consistent data regarding locations, investors, committees, and mandate holders. When information is disbursed across various locations within an organization, the effort to compile it becomes not only cumbersome but also generates doubts about the information's accuracy and completeness. This situation incites critical questions about the timeliness of the data, its various interconnections, and the historical context that has shaped the current scenario. A comprehensive solution lies in adopting a centralized software system specifically crafted for investment management, which guarantees that vital information is readily available and trustworthy, facilitating informed decision-making. By integrating such a system, organizations can significantly reduce ambiguity and enhance the efficiency of their investment processes, ultimately leading to better outcomes. In the fast-paced financial landscape, embracing these technological advancements is essential for maintaining a competitive edge.

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.

Media

Media

Integrations Supported

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

Integrations Supported

ActiveCampaign
Agile CRM
Asana
Copper
Docusign
Google Contacts
Google Forms
Google Sheets
Google Tasks
Highrise
HubSpot CRM
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

otris software

Date Founded

1998

Company Location

Germany

Company Website

www.otris.com/products/otris-corporate-investment-management/

Company Facts

Organization Name

Sensr Portal

Date Founded

2015

Company Location

Canada

Company Website

www.sensrsolutions.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

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

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