InvestorVision Reviews

ZenTreasury provides CFOs, treasurers, and finance experts with tools to enhance financial operations through a comprehensive Treasury Management System (TMS). Our platform simplifies processes such as cash forecasting, lease accounting, and treasury workflows, offering real-time insights and automation that lessen complexity while ensuring compliance. You can begin with our Freemium plan, ideal for cash forecasting and liquidity management, or choose one of our Premium plans that include advanced features tailored for expanding businesses. The lease accounting module of ZenTreasury facilitates adherence to IFRS 16, automating amortization schedules, tracking key dates, supporting multiple currencies, and managing cost center allocations, all backed by validation from a reputable international audit firm for reliable accuracy. ZenTreasury also enhances treasury functions by providing effective management of financial contracts, risk mitigation strategies, and optimization of cash flow through robust reporting and analytical capabilities. As a secure SaaS solution or as a Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury offers both flexibility and enterprise-grade security to meet your requirements. By choosing ZenTreasury, you join an expanding community of finance professionals who are revolutionizing their operational practices and achieving greater efficiency.

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

Fundy is a web-based platform designed to streamline property and private equity fund management. Developed by Exquance Software, Fundy offers an all-in-one solution for fund managers seeking to optimize operations, reduce errors, and ensure compliance—all in a secure, transparent environment. Whether managing a single fund or a complex portfolio, Fundy automates financial operations, including tracking investor transactions, calculating capital calls, distributions, and fees. This allows managers to focus on data-driven decisions while Fundy handles routine tasks. Key Features of Fundy: Automated Financial Calculations Automate capital calls, distributions, and fee calculations, reducing manual errors and saving time. Real-Time Payment Tracking Integrate with banking and accounting systems for real-time payment status and transaction monitoring. Comprehensive Reporting Export customizable Excel reports with embedded formulas for audits and investor updates. Robust Security Features Includes single sign-on (SSO), multi-user transaction confirmations, and audit trails for full accountability. Portfolio Insights and Analytics Monitor fund performance and track investor activities to maximize returns and improve decision-making. Fundy’s intuitive interface and seamless integration make it an ideal choice for managers looking for a secure, efficient solution. It reduces operational risks, improves productivity, and provides valuable insights into fund performance. Why Choose Fundy? Fundy is trusted by investment professionals worldwide to streamline workflows, reduce overhead, and boost efficiency. With advanced features and scalable architecture, Fundy is the tool you need to elevate your fund management operations. Request a free demo and discover how Fundy can transform your fund management experience.