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Risk Management. Pricing Options. Free Trial. Monthly Subscription. Annual Subscription. One-Time License. Installed - Windows. Installed - Mac. Web-Based, Cloud, SaaS. Filter Products: Sort by:. Visit Website. Learn more about QUO. Add to Compare. EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.

Our software will provide a single source of truth view across all your portfolio company cap tables and waterfalls enabling venture capital firms to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. Learn more about EquityEffect. EquityEffect is the only fully-integrated portfolio and cap table management platform built for venture capital firms.

Learn more about EquityEffect EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdfunding process. We achieve this with our software, which you can access as simply as setting up a subscription. With Crowdsofts, you will be able to start your crowdfunding business in no time. Learn more about Crowdsofts.

White label crowdfunding platform that can be customized to your business needs. Learn more about Crowdsofts We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdfunding process. Social Security Timing View Profile. View Profile. Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.

Learn more about Social Security Timing. Cloud-based solution that assists with wealth management, financial planning, client loyalty, reporting and more. Learn more about inStream. SyndicationPro View Profile. Ledgy View Profile. Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.

Learn more about Ledgy. Trademetria View Profile. All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Learn more about Trademetria. See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value. Learn more about eMoney. FinFolio View Profile. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Learn more about FinFolio. PackHedge View Profile. Learn more about PackHedge. Our PMS is a fuly front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds. NaviPlan View Profile. From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals Learn more about NaviPlan. AIRR is a full-service integration platform for investment professionals available as a single SaaS solution.

Learn more about AIRR. Dolibarr View Profile. View Profile. Open source solution for all around business management from customers and orders to invoicing and inventory. Learn more about Dolibarr. Add to Compare. FinFolio View Profile. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio.

Excel Price Feed View Profile. An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis. Learn more about Excel Price Feed. Our PMS is a fuly front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds.

Easify View Profile. ReconAdvantage View Profile. Learn more about ReconAdvantage. Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. Learn more about iBalance. Stock Portfolio Organizer View Profile. CubitBlack View Profile. CubitBlack is a quant based portfolio management platform with built-in risk controlled environment.

The framework is fundamental Learn more about CubitBlack. Asset Manager View Profile. Learn more about Asset Manager. Ledgex View Profile. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. Learn more about Ledgex. Tamarac View Profile. Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately. Learn more about Tamarac. VectorVest View Profile. Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.

Learn more about VectorVest. EquityStat View Profile. Web-based portfolio management tool which provides an overview of all types of investments through automated reporting. Learn more about EquityStat. AccounTrex View Profile. Learn more about AccounTrex.

Active Trader Pro View Profile. Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more. Learn more about Active Trader Pro. ATWeb View Profile. Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Learn more about ATWeb. Co-Pilot View Profile. Investment platform that centralizes portfolio and order management in a single multi-asset application Learn more about Co-Pilot.

Comarch Wealth Management View Profile. Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Learn more about Comarch Wealth Management. Derivatas Platform View Profile.