Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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Opal
Say goodbye to the chaos of traditional marketing, where fragmented options, disjointed strategies, missed deadlines, and overworked teams create obstacles. Embrace Opal, the innovative platform tailored for fluid marketing collaboration. Break down silos and enhance transparency around campaigns and content across your organization. Craft a unified message that connects with consumers at every phase of their journey. Replace the mess of spreadsheets, presentations, and endless email threads with an all-in-one workspace that boosts team efficiency. Discover a groundbreaking marketing tool that redefines your methods for planning, content development, and scheduling. With Opal, marketing professionals can gather all their campaigns and channels in a single, user-friendly hub. Teams that leverage Opal benefit from enhanced alignment, increased productivity, and a clearer understanding of their initiatives from the client's perspective. Foster effortless teamwork on strategies in Opal’s limitless planning space. Transition to this unified platform today and experience firsthand the transformative impact it can have on your marketing strategies. With Opal, your marketing challenges will become manageable, and your team's potential will be fully realized.
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Cryptio
Cryptio stands out as the premier solution for enterprise-level accounting, tax management, financial reporting, and preparing for audits. This comprehensive back-office platform ensures robust financial integrity and accountability specifically tailored for the cryptocurrency sector.
Our software empowers crypto-native financial institutions, accountants, auditors, and other financial entities to confidently navigate the complex and often fragmented digital asset environment.
With Cryptio, users can efficiently monitor assets and transactions stemming from DeFi protocols.
It streamlines various accounting and back-office functions, such as:
- Importing cryptocurrency activities, particularly on-chain transactions.
- Automatic labeling of transactions, calculating cost bases (FIFO & WAC), and generating gains/loss reports.
- Syncing transactions with popular accounting software, including Xero, QuickBooks, NetSuite, and SAP.
- Creating detailed reports covering portfolio balances, transaction histories, asset breakdowns, and additional metrics.
Renowned for its reliability, Cryptio has garnered trust from leading crypto enterprises like Consensys, Metamask, Uniswap, and Worldcoin, as well as esteemed financial service firms such as Mazars and Grant Thornton. Ultimately, Cryptio serves as an indispensable tool for organizations looking to maintain a clear and accurate financial overview in the evolving landscape of digital assets.
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