Masttro
masttro.com
Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting - all protected by best-in-class cybersecurity architecture and data security protocols.
illio
illio.com
We grow engagement with your clients by improving transparency. Based upon an award-winning investment process, our proprietary Insights help end users and advisors learn what matters most about their wealth. We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.
Ginmon
ginmon.de
Ginmon is the digital and borderless wealth management platform to empower our customers to live a financially independent life by making professional, international wealth management accessible.
Enfusion
enfusion.com
Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents.
Asora
asora.com
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting.
Alphathena
alphathena.com
Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools. Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more.. Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses. And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.
Skylark AI
skylarkai.com
Skye is the premier AI diligence and investment analysis platform developed by Skylark AI. With Skye, users can sort and categorize multi-modal disparate data to develop custom enterprise agents that are capable of providing insights, generating reports, and serving as an analyst for a multitude of organizational needs. This is the analyst everyone wishes they had.
Sharesight
sharesight.com
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows users to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry and saving investors time and money. Investors can import their trading history from their stock brokerage account & let Sharesight take care of the rest - see your historic trading performance on a graph, benchmark against any other stock market index or ETF, run easy tax reports and more. Try Sharesight for free today.
Quirion
quirion.de
Quirion has revolutionized asset management and already offers professional asset management from as little as 10,000 (action until 31.07.2019: when participating in the raffle, the minimum investment amounts to only 5,000 in the basic package). And that for just 0.48 percent pa - no additional costs, hidden fees and commissions.
Alto
altoira.com
Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Offering Traditional, Roth and SEP IRAs, Alto is unlocking the power of trillions in investable retirement savings, giving investors more access to participate in alternative assets like private equity, venture capital, cryptocurrency, real assets including farmland, real estate, fine wine and art, and more. Alto Solutions is a self-directed IRA administrator builds and operates easy-to-use technology that enables individual investors to access alternatives. Alto’s self-directed IRA products, the Alto IRA and Alto CryptoIRA® offer the same tax advantages as more conventional IRAs, while providing access to investment opportunities not offered by most custodians, without complicated or hidden fees. Alto Securities is a wholly-owned registered broker-dealer and member of FINRA/SIPC that allows Alto to market, sell and transact private placement securities opportunities to platform users, both investors and issuers alike. Alto Capital is an exempt reporting advisor used to provide unique alternative investment opportunities to individual accredited investors by lowering historically institutional barriers like minimum investment amounts.
Shootih
shootih.com
Shootih is a way to help small and medium-cap companies (like Systango) manage their cash flow, forecasts, investments, goals and become more tax efficient effortlessly on a single platform with the help of technology. Vinita and Nilesh’s aim is to enable small business owners and established entrepreneurs to focus on what matters (taking the business to the desired heights) and avoid distractions (caused by finance mismanagement). With Shootih, you are able to: 1. Monitor cash flow across multiple bank accounts and portfolios. 2. Forecast your expenses. 3. Access various investment instruments suitable for a business. 4. Be more tax efficient. 5. Last but not least, able to track your corporate goals
Identifee
identifee.com
The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.
Finpace
finpace.com
Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.
Zapflow
zapflow.com
Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.
Altvia
altvia.com
As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia's purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience. With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry's unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market.
MarktoMarket
marktomarket.io
MarktoMarket is a data and analytics platform designed to help M&A professionals generate better ideas, faster. Our software connects advisers and investors to the UK’s most comprehensive and easily searchable database of private company intelligence.
Jacobi
jacobistrategies.com
Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.
Databento
databento.com
Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.
PrivCo
privco.com
Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.
Kwanti
kwanti.com
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!
Sourcescrub
sourcescrub.com
Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 190,000 information Sources and 15M companies into a web of insight in our AI-powered platform to discover, track, and engage the best targets.
Pepper
onpepper.com
Pepper helps Alternative Asset Managers address their business opportunities across the company through our integrated, componentized, next-gen data platform. Pepper is the only System of Engagement (SOE) with a cloud-based platform adaptable to the types of investment needs, strategies, complexity, and imagination asset managers require. The pace of change in asset management is increasing globally, with a fundamental shift to more alternative asset class investment. Pepper is ahead of the growing Fintech community by providing a scalable integrated solution that solves the demands of asset managers now, and in 10 years. Pepper enables asset managers to collect all their data, make those assets easily available to the enterprise anytime/anywhere in a safe and secure environment, visualize investment decisions and gain deep insights from those decisions. Pepper has no silos, no barriers between the different modules of functionality; data need only ever be verified and entered once. And the more data is uploaded, the more powerful and versatile that data becomes. PEPPER SOLVES… • Data Complexity – Increasing collaboration across different functional teams – everyone sees and has access to the same data. • Speed and Accessibility – Streamlining operations of existing portfolios, including valuations, cash, and liquidity management. • Insights and Reporting – Data is only good if it is relevant and useful, timely and comprehensive, without Pepper asset managers waste time managing data chaos. • Action and Decision Making – Analyzing deals, assets and helps asset managers make the BEST decisions for the portfolio.
Proposable
proposable.com
Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.
Pitch Power
pitchpower.ai
Generate business services proposals and discover leads for your independent, agency or enterprise using Pitch Power’s fine tuned AI software. Save time. Increase volume. Convert more. Win back your time.
Estii
estii.com
Estimation software for solution providers. Estii helps service businesses estimate, price and win more profitable business. Sales, solutions and delivery teams can collaborate on estimates in real-time, iterating on scope and schedule and exporting high quality commercial proposals in an instant.
Bidhive
bidhive.com
Plan, manage and track your company’s bid management activity all in one place. Bidhive has been developed specifically to help organisations unify their sales, pre-contracts and bid teams to make the time-sensitive bid process faster and more efficient. We go a step further and provide executives with a single source of critical win-loss insights for analysis and reporting. The benefits of using a platform such as Bidhive include efficiency gains to provide return on bidding investment, and better insights to inform bidding strategy. Bidhive provides complete oversight of the formal bid process end-to-end, with: - best practice tools and templates to guide strategy, information gathering and proposal development - timeline, milestone scheduling and status updates to streamline the management multiple bids simultaneously, and - reporting insights that provide visibility into win rates, contract award values and business line performance.
RFP360
rfp360.com
RFP360 empowers sourcing and procurement teams to centralize their RFx issuing process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines. With full-circle features like a template library, workflow, scoring and messaging, buyers and sellers easily collaborate and communicate in one place throughout the purchasing lifecycle. And at every step, RFP360 ensures strategic decisions are informed, objective and fair.
iQuoteXpress
iquotexpress.com
iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer.
Acquirell
acquirell.com
Acquirell is a procurement technology suite solution tailored to Small and Mid-Market businesses that allows increasing the real value through the procurement process automation within one system. The product solves the following problems that SMB faces in terms of procurement: *Inability to manage the procurement process with traditional tools like Excel and paper sheets. *Inability to manage company’s purchasing requirements due to complexed approval processes. *Significant time waste due to manual execution of all procurement processes including sourcing events. *Miscommunication within a company and with the suppliers due to inconvenient use of various communication channels. Acquirell possesses the following modules that allow to solve problems mentioned above: REQUIREMENTS PLANNING Collect and manage purchase requisitions from all departments and employees in order to get rid of complicated need approval algorithms and purchasing of superfluous items. E-PURCHASING Automate PO creation and approval by the controllers with a fully integrated procurement system to reduce rework and errors. CONTRACT LIFECYCLE MANAGEMENT Ensure compliance through automating all stages of working with contracts to reduce time consumption and minimize errors by virtue of the manual workflow elimination. E-SOURCING Source the strategic key items at the best offering through conducting instant e-sorcing events: forward auctions, reverse auctions, Dutch auctions, and RFx events. SUPPLIER BASE MANAGEMENT Document all supplier communications and relationships within one database and develop real strategic relations with the qualified suppliers. SPEND ANALYTICS Automate data collection to calculate procurement expenses. Track and control the expenses in order to adjust the procurement strategy.
True Wealth
truewealth.ch
Investing has never been this simple You want to make sound investments without excessive fees? Open a True Wealth account today and never look back.
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