Alternatives to Altrata
Compare Altrata alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Altrata in 2026. Compare features, ratings, user reviews, pricing, and more from Altrata competitors and alternatives in order to make an informed decision for your business.
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Blackbaud CRM
Blackbaud
Blackbaud CRM™ provides comprehensive customer relationship management for large to enterprise-level nonprofits. Blackbaud CRM combines unmatched nonprofit expertise with industry-leading fundraising and customer relationship management software tools, integrated analytics, multichannel marketing, and data mining services to help large nonprofits build stronger and more productive relationships. Blackbaud CRM combines Blackbaud’s unmatched fundraising expertise with a complete nonprofit CRM software solution to empower your fundraising programs to grow. Overcome your most challenging communication and fundraising strategies through an integrated approach to online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and web design. Eliminate the guesswork by surfacing key insights such as wealth capacity and philanthropic giving trends with Blackbaud CRM's native prospect research solution — ResearchPoint™. -
2
Affinity
Affinity
Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry. -
3
Bloomerang CRM
Bloomerang
Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to identify top prospects, personalize outreach, and retain more donors—without the complexity of disconnected tools or messy spreadsheets. Engagement and Generosity Scores, real-time dashboards, and powerful mobile access help you see who’s ready to give and when to reach out—so you can fundraise with confidence. From first-time donors to lifelong champions, every interaction is an opportunity to inspire greater generosity. As part of the Bloomerang Giving Platform, Bloomerang CRM connects seamlessly with your fundraising, volunteer, and stewardship tools—giving your entire team a single, unified view of donor relationships. Whether you’re planning a campaign, segmenting your list, or building your year-end appeal, Bloomerang CRM helps you move faster, raise smarter, and grow stronger. -
4
Sprout Social
Sprout Social
Build and grow stronger relationships on social. Understand and reach your audience, engage your community and measure performance with the only all-in-one social media management platform built for connection. Sprout Social is proud to be a leader in usability, customer support and satisfaction, ROI and user adoption. Discover the most robust and cohesive social media business solution, built to scale. Uncover trends and actionable insights from social data to inform marketing and brand strategy. Plan, organize, schedule and deliver content as a team with cross-network social publishing. Streamline social monitoring and improve responsiveness with a unified inbox. Drive strategic decision making across the business with rich social data and dashboards. Real people, real brands, real connection. Customers share why they choose Sprout’s social media management software and solutions.Starting Price: $199/seat/month -
5
Wealth-X Professional
Altrata
Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth (HNW) and ultra-high net worth (UHNW) individuals. With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the world’s ultra-affluent. Connecting with the ultra-wealthy and cultivating new clients is about building trust by understanding their needs, wants, and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence. Utilize Wealth-X Professional to search for new prospective clients and donors based on criteria most relevant to your organization’s specific needs, or by identifying connections of your current relationships. Wealth-X Screening unlocks the potential in your customer or prospect data. -
6
Windfall
Windfall
Engage affluent households with actionable data you can trust. Uncover and prioritize your highest-value constituents in near real-time, with precise net worth data. Leverage meaningful insights to decode your audience, uncover hidden gems, and focus your outreach. Establish and cultivate lasting relationships at every touchpoint with the right message at the right time. In this session, discover the key challenges to decoding wealth data, the unique approach Windfall takes in determining a household’s precise net-worth, and examples of nonprofits successfully leveraging net-worth data to support their data-driven fundraising. Windfall's proprietary data set is completely rebuilt on a weekly basis, giving customers the best and latest insights on their constituents. With a focus on the affluent, Windfall delivers a precise net worth figure, not a range, and a spectrum of deterministic consumer attributes at the individual household level. -
7
Nexis for Development Professionals
LexisNexis
Gain confidence that you’re engaging the right donor prospects at the right time, in the right way. Nexis for development professionals streamlines your fundraising research, so you can connect with the perfect donors, maximize contributions, and avoid reputational risk. We offer the most comprehensive set of data points from a range of sources to help you get a full picture of your prospects. Feel certain you’re not missing key information. We streamline your path from search to story. With easier access to insights about a prospect, your organization can build strong, lasting relationships. We will help you to identify the best donor targets for future fundraising. Searching interests, bios, and geographies, you'll uncover companies, organizations, and people with a propensity to give. We understand that each prospect is key to the future of your organization and in turn, your mission. We commit to supporting you in finding donors and delivering results. -
8
WealthEngine
WealthEngine
The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects. Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM. -
9
CharityCAN
CharityCAN
Our fundraising and relationship data software increases your return on fundraising investment. Streamline donor identification, qualification, and connection to optimize research and increase donations. CharityCAN helps Canadian charitable organizations find donors by bringing big data technologies to fundraising, helping you make informed decisions at every stage of the donor journey. Individual, foundation and corporate donor profiles complete with giving histories, biographical information, wealth identifiers, and verified relationship maps are just a search away. Unlock the full potential of your fundraising efforts with CharityCAN’s AI technologies. From personalized donor summaries to advanced chat functionalities, we’re here to help you connect, engage, and succeed in new ways. Quickly search all of our datasets for donation records, compensation records, and biographical information.Starting Price: $3,000 per year -
10
MarketSmart
MarketSmart
You need to build relationships with wealthy, passionate, and philanthropic minded donor prospects. Perhaps you already analyzed your donors’ giving histories, wealth-screened your list, and conducted intensive prospect research. So you might have information. But what you really need is engagements – meaningful conversations with qualified donor prospects. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it’s truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts—with less pressure and more joy.Starting Price: $240.00/year -
11
Diligencify
Diligencify
Elevate decision-making with diligence profiles, and tailored reports on source wealth, affiliations, and concerns. Enhance your customer understanding while proactively managing compliance and mitigating regulatory risks through comprehensive intelligence. Explore donor profiles for in-depth insights on capacity, past donations, affiliations, and lifestyle of High Net Worth Individuals (HNWI). Dive into liquid net worth, strategically building relationships and optimizing engagement for effective fundraising initiatives. Gain insights into foundation affinity, historical donations, financial capacity, areas of interest, recent initiatives, and trustee information. Our thorough analysis provides essential knowledge for informed decisions and strategic engagements, optimizing your approach. Unlock unparalleled insights with Diligencify's curated datasets on HNW and ultra-high net worth UHNW individuals.Starting Price: $1,999 per 6 months -
12
Blackbaud Fundraiser
Blackbaud
High-impact organizations choose Blackbaud fundraising software and strategy tools. As a development leader, you’re expanding your team’s outreach, increasing contributions, attracting new donors, and cultivating donor engagement. It’s challenging, and even the most successful fundraisers want to improve their processes. Blackbaud Fundraiser Performance Management makes fundraising easier and more efficient. Work with your designated customer success team to build your fundraising strategy and get individualized support. Give frontline fundraisers tools and mobile capabilities to find donors, track interactions, and manage long-term strategy. Identify the prospective donors most likely to give using custom predictive modeling and other donor research tools. Leverage industry-specific community data to define and meet fundraising best practices. Your gift officers’ time is best spent outside the office, connecting with prospective donors and nurturing relationships. -
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AlumniFinder
AlumniFinder
Increase your fundraising results by efficiently staying in touch with alumni and donors, identifying new prospects, and keeping your records up to date. You can’t reach donors when you don’t have the right details in your database. Get your records updated with the information you need to succeed. Gain intelligence about your donors and alumni. Add additional donor prospects to grow your supporter base and increase fundraising revenue. Take a deeper dive into your data to create fundraising campaigns that convert. Effectively identify and target supporters who are most likely to give. Support your mission with advanced fundraising strategies to win over donors. Know you’re reaching the right donor with the right ask to increase giving. AlumniFinder has supported the unique fundraising needs of the nonprofit community since 2001. Our data-driven intelligence heightens your ability to build existing donor relationships while focusing on development opportunities. -
14
Millennium
Momentive Software
Millennium software is a comprehensive donor relationship management tool that provides your nonprofit with a 360-degree view of donations, communications, events, and personal contacts. Support your entire development strategy including events, campaigns, and memberships. Donors are crucial to your mission. Millennium allows you to dive into their profiles tracking elements like donation amounts and campaigns as well as relationships with key stakeholders. Millennium software helps nonprofits securely identify and create donor lists that can be used for powerful targeted fundraising campaigns. -
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DonorSearch
DonorSearch
Since 2007, DonorSearch continues to be the preferred and trusted partner of thousands of nonprofits. Make better decisions around which donor relationships to cultivate today with real-time information. Safely keep your data in the US with trusted SOC2-compliant data security measures. We prioritize your needs and desires to provide personalized solutions that exceed your expectations. DonorSearch gives you actionable insights, giving history and wealth intelligence that connects more people to your cause. DonorSearch uses artificial intelligence to give fundraisers actionable insights. Built for accuracy, efficiency, and expanding your donor pool, DonorSearch takes the guesswork out of prospecting, identifying the most ready-to-give donors. Save time expanding your prospect database with DonorSearch’s smart tools and accurate data. We help prospect researchers and gift officers connect with people who have an affinity for your cause. -
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Wealth-X Screening
Wealth-X
Wealth-X Screening unlocks the potential in your customer or prospect data using state-of-the-art wealth screening software and services that leverage our unparalleled intelligence on the world’s wealthiest individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. Wealth-X Screening analyzes your existing database to unearth previously unknown high and ultra-high-net-worth individuals, revealing their wealth profile, and identifying their personal network. Wealth-X Screening also grades these individuals by wealth tier and match quality allowing you to easily categorize and prioritize potential targets. Expand your pool of qualified prospects and drive forward new development initiatives by identifying the relationship networks of these matches. -
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Blackbaud Raiser's Edge NXT
Blackbaud
On average, Raiser's Edge NXT customers experience: - 35% growth in number of donors - 48% growth in number of gifts - 44% growth in total dollars raised Blackbaud Raisers Edge NXT is a cloud-based fundraising and relationship management solution that's smart, fully integrated, and purpose-built exclusively for fundraising. Its advanced technology will streamline your data and reporting processes, increasing operational efficiency, and provide insight to every stage of the constituent lifecycle, helping you attract new supporters, engage them with the right communications according to their unique preferences, and grow their impact on your mission. -
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Impala for Fundraisers
Impala
Your virtual fundraising assistant for institutional philanthropy. Suggests curated lists of prospect matches for you. Reveals connections and contact details to get you in the door. Recommends how much to ask for from new and past funders. Provides strategic intel on trends, funders, and peers. Generates smart prospect lists with actionable insights. Explore instantly curated lists of funder prospects matched for you. Use advanced metrics to decide which prospects are worth a closer look. Discover funders proven to support organizations like yours. Get the data you need to evaluate, cultivate, and solicit prospects in one place. Enjoy collaborative tools that let you research and manage prospects as a team. Access funders' alignment with your work, capacity to give, and relationship to you. See how your staff, board, and funders can get you in the door with warm intros. Unlock professional email addresses and LinkedIn accounts associated with prospects.Starting Price: $5,000 per year -
19
Wisely
Wisely
Take the guesswork out of fundraising. Wisely provides real-time insight on who will give, how much, and when, so you can connect with the right donor at the right time. These courses are designed to educate nonprofit professionals, fundraisers, and prospect researchers on different fundraising concepts and provide additional knowledge and resources. Wisely’s AI-powered fundraising software solution gives you real-time insight into your donor portfolio so you can connect with the right donor at the right time, bring in more gifts, and enjoy a better donor experience. Wisely is a fundraising enablement tool that helps relationship-based gift officers better manage their donor portfolios. Using AI and machine learning, we identify who’s going to give, when they’re going to give, and how much you should ask for. Wisely presents users with only the information they need so they can focus on building relationships instead of getting bogged down by admin work. -
20
Instil
Instil
We empower nonprofits with the tools they need to deepen relationships with their community, grow revenue and maximize their impact. We took the best of modern technology and purpose-built a solution to meet the evolving needs of today’s nonprofits. Instil holistically manages donors, members, volunteers, advocates and beneficiaries to foster nonprofit connections with their community for maximum impact. A lot of systems help organizations track transactions, but that’s not enough. Instil enables your nonprofit to foster interactions with your people. With real-time insights and intuitive data visualization, you can uncover new paths to deeper connections and build stronger relationships with your community. Our platform is built by a team with decades of experience in the nonprofit and technology sectors. -
21
NPO Info
Double the Donation
NPOInfo by Double the Donation specializes in quality data appends for organizations looking to connect with their supporter bases and deepen their impact. We guarantee a high degree of accuracy in our results, ensuring your fundraising initiatives are built on data you can trust. We take the time to understand your mission and goals to ensure the services you receive from us are the best solution for you. The NPOInfo and Double the Donation teams leave no stone unturned. We’ll make sure that your organization can take advantage of every opportunity to learn more about your donors, supporters, and alumni. While every organization that fundraises has a need for donor data, we want to make sure we’re the right fit for your organization before committing to work together. We serve nonprofits, educational institutions, healthcare organizations, and associations. Our data enrichment process involves selecting the services that are helpful for your organization. -
22
MightyBot
MightyBot
MightyBot is your AI partner, designed to help you and your team eliminate busywork, uncover insights, and focus on what truly matters. From meetings to emails to collaboration across tools, MightyBot streamlines your workflow, so you can achieve exceptional results without the grind. Whether you're driving revenue, delighting customers, building great products, or improving teamwork, MightyBot has you covered. Explore how we tailor our platform to help you achieve your goals. Close more deals, faster, automate meeting prep, follow-ups, and CRM updates while staying focused on building relationships. Build stronger relationships, track customer health, stay proactive, and deliver exceptional client experiences. Create better products, uncover feedback, prioritize insights, and streamline agile workflows. Work better, simplify communication, automate meeting notes, and align cross-functional teams.Starting Price: $89 per month -
23
Altvia
Altvia
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across fundraising, investor relations, and investing—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. -
24
TransUnion TruLookup
TransUnion
Conduct faster due diligence and issue resolution with investigation products that deliver actionable intelligence on people, assets and relationships. Speed up investigations and more effectively locate subjects, recover assets and collect debt. Establish relationships between individuals, assets and businesses drawing from more than 10,000 public and proprietary data sources updated daily and powered by the TLOxp® platform. Connect people to assets and businesses with flexible, user-friendly products. Improve efficiency by uncovering critical details from full or partial information. Investigate red flags, verify claims and recover debt with current intelligence. Gather information about individuals, businesses and assets to investigate and understand potential risk. -
25
Gradnet
TechNext
Gradnet is an all-in-one platform for managing alumni and community networks. It simplifies engagement, supports career development, and drives fundraising with key features like: Event & Membership Management: Plan events, manage memberships, and collect fees online. Community Building: Create online forums and foster alumni connections. Mentorship & Career Tools: Facilitate alumni-student mentoring, offer a CV builder, and exclusive job board. Fundraising & Insights: Run personalized campaigns, track donations, and access data insights for improved outreach. Secure Platform: Ensures robust data protection and secure online voting. Gradnet empowers organizations to build strong alumni relationships, streamline operations, and grow their networks efficiently. -
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Data Axle Apogee
Data Axle
Nonprofit cooperative data to power your omnichannel strategies. Ignite fundraising goals with donor insights across digital and direct mail. Use Apogee to acquire new donors, reactivate lapsed donors & improve fundraising ROI. Our cloud-based modeling platforms will transform how you find and reach donors. Activate omnichannel audiences through email, direct mail, social, and more. The Apogee omnichannel cooperative is the first ever to deliver email addresses that are directly connected to donation history, supercharging digital fundraising and marketing. Audience indicators within Apogee unlock the best, most targeted audiences for a given campaign. Identify new potential donors in a matter of days. Power your campaigns with customized modeling. Apogee’s cloud-based modeling platform provides you access to the most current machine-learning techniques, making it easy to reach the right donors. -
27
GivingDNA
GivingDNA
All-in-one fundraising analytics, data visualization, and wealth screening tool. Gain insights, understand your donors, and get results. External data alone doesn’t tell the complete story of wealth and propensity. We blend your constituent and giving file with our 3rd-party data to show your donors' full giving potential. Easily identify donors who are primed for next-level engagement with your organization. No one wants an impersonal or irrelevant experience. Your donors are no exception. Easy reporting saves you time and instantly uncovers opportunities & challenges. GivingDNA optimizes your portfolio so you can exceed your fundraising goals early. Refresh your file monthly and breathe new life into your prospect list. Stop wasting time and money with one-size-fits-all campaigns that resonate with only a few. GivingDNA is your personal data analyst that helps your team make informed decisions and exceed your fundraising goals. -
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Othot
Othot
Othot’s predictive modeling software learns about the many pathways that students can follow to achieve post-graduate success, whether it be a job, graduate school, or other endeavor. Depending on the desired outcome, predictions are generated for each individual student and actions are prescribed to maximize the likelihood that the student will achieve that outcome. A manageable debt index can be developed and monitored based on the outcome. Othot’s Alumni engagement and development analytics provides a deeper understanding of your alumni relationships. Our AI-powered solution identifies which alumnus are most likely to engage and to donate to your college or university. With that intelligence, you can develop more targeted campaigns to strengthen relationships and drive donations. -
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EverTrue
EverTrue
We bust silos by bringing modern technology and insights to teams that want to treat every donor like a person, not a number, and connect their passions to purpose — every single time. By connecting your database with insights from across the web, EverTrue delivers the most information about every constituent in a mobile, easy-to-use fundraising platform. It’s more important than ever to activate your donor base through the annual fund. Done right, it’s the foundation of a healthy, growing, and sustainable fundraising system that will keep the whole organization on track for years to come. One-size-fits-all email blasts aren’t getting it done anymore. But with access to TrueView, segmentation has never been simpler, making it incredibly easy to create and target outreach based on donor interests, engagement, giving history and more. -
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ResultsPlus
ResultsPlus
With ResultsPlus nonprofit CRM (Constituent Relationship Management) software, you can design and implement major donor cultivation strategies, foster your growing recurring gifts program, send appointments to officers "in the field" via iCal email attachments, and segment your constituents in innumerable ways. You can research your donors from within ResultsPlus to learn about their wealth holdings. Interested in Online Giving? We've got that too. What’s better is that you can then leverage all these features using our fully integrated overviews and dashboards to analyze your current performance, see where your prospects are in your giving pipeline, let your major gifts officers and account managers see, at-a-glance, where all their people are in the pipeline, and schedule the automatic distribution of reports to stakeholders. You can report on your campaign, appeal and fund performance along with how your various segments are doing. And this is just the beginning.Starting Price: $200 per month -
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4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence -
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Fundraising Report Card
MarketSmart
The Fundraising Report Card is a data-driven analytics tool for nonprofits and fundraising consultants. It provides actionable insights to improve donor retention, major gift strategies, and overall fundraising performance. Key features include donor retention analysis, gift range segmentation, year-over-year growth metrics, and customizable dashboards. The software integrates seamlessly with CRMs via CSV file or API and offers prebuilt fundraising benchmarks for various nonprofit sectors. Designed for ease of use, it empowers organizations to make data-informed decisions, enhance donor relationships, and optimize fundraising ROI. With its intuitive interface, risk-adjusted pipelines, and visual reporting tools, the Fundraising Report Card helps nonprofits raise more money at lower costs. Trusted by thousands, it’s the ultimate solution for scalable, donor-centric fundraising analytics. Start transforming your donor data today!Starting Price: $20/month -
33
Preqin
BlackRock
Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence. -
34
Tessitura
Tessitura Network
Tessitura is a nonprofit tech company dedicated to helping arts and cultural organizations thrive. CRM lies at the heart of our mission and our technology platform. Ticketing works hand-in-hand with fundraising, membership, marketing, education and front of house. Intuitive tools help uncover business insights and turn data into action. And features like timed admission, integrated streaming and contactless scanning help build a sustainable future. The Tessitura community includes over 750 arts organizations and cultural attractions in 10 countries. Our staff provide 24/7 support and offer guidance to grow revenue and build lifelong engagement. -
35
Preciate
Preciate
Build stronger, more authentic relationships with Preciate's innovative platform. Preciate's core purpose is helping others build stronger, more authentic relationships. We started by making peer recognition as accessible as possible, and now we have expanded into the realm of virtual team building and online socialization. By making it easier to connect with people regardless of physical distance, Preciate helps you grow relationships at work and beyond. This connection with others is what ultimately fuels our happiness. Preciate's peer-to-peer recognition system is built to optimize your ability to build strong, authentic relationships with messages of appreciation. Used by companies and individuals across the globe. Preciate is one of the most affordable digital recognition solutions. With the free tier, anyone can get access to Preciate to give and receive recognition. For companies or teams who want features like reporting, paid subscriptions and more.Starting Price: $8 per user per year -
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Fundraising KIT
Fundraising KIT
Get fundraising tools that help you acquire, steward, and engage with every donor in your database. Fundraising KIT’s donation pages and KIT insights personalize giving experiences so donors stay and grow with your organization. Fundraising KIT’s products plug directly into your existing CRM. Whether you’re syncing new donation records to your database, identifying existing supporters with the capacity to give, or tracking fundraising progress, KIT tools save you time and resources in the quest to increase revenue. Fundraising KIT’s donation pages make it easy to offer modern, personalized, and intuitive online giving experiences for your donors. Our donation page platform delivers a great donor experience with tools that bridge the gap between data, technology, and donor needs. Customize your pages and increase gift size with recurring gift prompts, personalized giving ranges, impact areas, tribute dedications, automatic tax receipts, thank you letters, QR codes, and social sharing. -
37
Advent Portfolio Exchange
SS&C Advent
In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Investment Suite, APX connects your entire enterprise - front, middle, and back offices - on a single platform. Customized delivery (deployed locally or cloud-delivered with or without outsourcing services). Composite management support for GIPS compliance. APX enables you to manage virtually all asset types on a single technology platform. It handles standard investment products such as equities, fixed income, mutual funds, FX and derivatives, as well as alternative investments like private equity. This helps alleviate manual workarounds, improve accuracy, and delivers a timely, comprehensive view of portfolios, strategies, positions, and cash. -
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Roundel
Roundel
At Roundel, it all starts with relationships; through our unparalleled understanding of the Target guest and a commitment to collaboration, we create media experiences that help everyone discover the joy of everyday life. Target guests so you can reach unique audiences at scale. Our deep understanding of the target guest gives us the ability to bring your brand to our community in curated, collaborative, and highly impactful ways. The result is not just about stronger sales, but also stronger relationships with the people who matter most. To seamlessly integrate into the lives of the target guests, we first must understand them. It is with this level of intuition we develop solutions that are human, elevated, and unexpected in the best possible way. Connect with guests searching on Google, with access to retail-specific ad formats, like shopping ads, that drive higher product visibility on search result pages. -
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Dataro
Dataro
Dataro uses machine learning to identify your most ready-to-give donors so you can run fundraising campaigns that waste fewer resources and earn more donations. Dataro generates predictions for every donor in your database, so you make the right ask, to the right donor, at the right time. We integrate with your CRM to analyze giving history and identify patterns that predict how each individual donor will likely behave next. Personalize donor journeys with individual donor predictions. From small-shop charities to large international nonprofits, see why fundraising teams love using Dataro to run high-return campaigns. Fundraising intelligence empowers fundraisers to track results in real time and benchmark against similar nonprofits to help improve performance. Dataro creates on-brand, fundraising-specific copy optimized for your goals. Personalize donor communications and get first drafts done faster. -
40
ExactAsk
ExactAsk
Targeting the precise ask that will increase a donor’s gift without over-reaching and driving them away. This is what ExactAsk is all about — maximizing each gift, each time, for each unique nonprofit cause, for each donor’s giving lifecycle. Behavioral Economics Modeling and real-time A.I. insight mean the ExactAsk service delivers quickly and precisely even in today's fast-changing environment - predicting donor giving amounts based on what is happening right now. Nonprofits need that agility and power today more than ever. ExactAsk collects donor data from a wide variety of internal sources and enters it into a patented machine-learning algorithm. That data is then used to deliver personalized Ask Amounts for each individual donor solicitation. Simply complete the campaign worksheet with your campaign types, cadence and volumes. -
41
ShareSecure
Altvia Solutions
Improving your GP-LP relationships and enhancing the investor experience with simple, efficient, and transparent processes are goals of any private equity firm. A seamless solution for these opportunities is ShareSecure – the leading engagement platform for the investor relationship. This virtual data room provides a secure hub for GPs and LPs to interact. Post data and investment materials, share multimedia files such as recorded webinars and video presentations for fundraising. Accelerate investor engagements with digital signatures. Furthermore, manage all of your important documents, from draft to final, ensuring accuracy for investors and compliance. ShareSecure is a modern, virtual data room that makes it easy for you to create, track, and audit the materials you want to provide your investors for a high-touch LP portal experience. It’s a powerful way for your investors to find what they need when they need it. -
42
Quantium
Quantium
Quantium is a next-generation private markets investment management platform that centralizes fund, portfolio, and investor data into one intuitive, scalable SaaS system designed to replace error-prone spreadsheets and disconnected tools, giving teams a single source of truth for complex investment operations and reporting. It supports fund and portfolio management workflows, including dual-sided accounting for complex structures, NAV and capital call automation, cash flow tracking, performance analytics, and cross-fund insights, while streamlining investor management and servicing with workflows for capital calls, distributions, and investor relationships. It delivers unlimited reporting and business intelligence through configurable dashboards, ready-made templates compliant with industry standards such as ILPA, and real-time data visualization so teams can produce accurate and investor-ready reports quickly. -
43
Xmetryx
Xmetryx
TrustMetryx™ measures and tracks how leader behavior and team dynamics are affecting people’s work experience and performance. TrustMetryx quickly shows if leadership coaching, training, and development are working based on a leader’s ability to build trust, psychological safety, and strong team relationships. Quickly capture insights into the behaviors that reduce performance, increase turnover, and harm culture. Use those insights to bring people together and create nudges that close gaps and strengthen relationships. Show your progress with key metrics: Relationship Strength Score (RSS), Engagement (team participation), and Nudges (gaps closed) over time. The TrustMetryx Relationship Strength Score (RSS) provides a single trackable measure of how effectively managers are building healthy, trusting relationships on and between teams. Quantifying results of interventions is highly desired and difficult to do. -
44
KronoGraph
Cambridge Intelligence
From transactions to meetings, every event happens at a point or duration in time. Successful investigations need to understand how those events unfold, and how they’re linked. KronoGraph is the first toolkit for scalable timeline visualizations that reveal patterns in time data. Build interactive timeline tools to explore how relationships and events evolve. Whether you need to investigate phone calls between two people or IT traffic across a whole enterprise network, KronoGraph provides a rich, interactive view of the data. Transition smoothly from an aggregated high-level summary to individual events, powering investigations as they grow. Investigations often rely on identifying specific points of interest a person, an event, a connection. With KronoGraph’s interactive view you can scroll through time, uncover anomalies and patterns and zoom into individual entities that reveal the hidden story in your data. -
45
Avid AI
Avid AI
The only donor intelligence tool to unite nonprofit data across platforms and turn it into actionable steps for increasing donations. Stop jumping between analytics tools. Pool all your data into one source of truth. Use one dashboard for all of your real-time email, CRM, web, and social data. Pull analyst-level data with just a click. Visualize the entire donor journey across platforms. Don’t guess where to allocate resources. Get the full picture of your donors’ behavior. See the metrics that matter most across channels, life cycles, and giving levels. Segment audiences by their real-time behavior across platforms. Identify proven growth opportunities. Reach the donors behind the data. Know what questions to ask and what levers to pull. Discover your most valuable broad-based donors. Get immediately actionable recommendations from 7,000+ nonprofit marketing experiments. Pinpoint which activities drive donations and which don’t. -
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Raise
Gravyty
Raise’s algorithm identifies high-value donors to help you make qualification decisions fast. AI-powered email drafts let you rapidly create and deliver authentic donor communications. Spend less time on manual discovery and more time on donor outreach to maximize portfolio coverage and grow overall gifts received. Get prioritized outreach suggestions to contact the right donor at the right time. AI-generated email drafts empower you to rapidly communicate with your donors. Automatically track donor communications to your CRM records. Sync follow-up actions created in your CRM to get prompts when they’re due. AI-powered donor visit recommendations to make the most of your trips. Configure Raise to prompt non-fundraisers for targeted and impactful outreach. Easy to use video messaging tools. Connect with donors wherever they are, and at scale. Take a quick tour to see how Gravyty’s all-in-one donor engagement solution empowers you to deliver best-in-class digital giving strategies. -
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360Alumni
360Alumni
Empower your organization with the most powerful solution for fundraising and member engagement! 360Alumni is a community & customer relationship management (CRM) platform that helps facilitate seamless alumni networking, communication, and fundraising. Our flexible online alumni directory comes with enterprise-level fundraising capabilities (e.g., turnkey crowdfunding, event planning, and an email campaign manager) and powerful tools (e.g., social networking, alumni search, events, and groups) in a unified platform. Invest in the future of your community by facilitating relationship building, professional guidance, mentor coaching, and skill development. 360Alumni’s Mentorship feature is customizable to fit the unique needs of your alumni and drive peer-to-peer connections that strengthen the bonds within your community. We are here to help you plan, produce, and promote your mentorship program and transform your membership into a valued expert community.Starting Price: $3,500 per year -
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MirrorWave
MirrorWave
Drive profitable customer relationships with MirrorWave. Ask less and do more with our powerful relationship feedback system. We follow individuals over time, regularly pulsing them with the same three questions so we can understand what's changed with them since last time and why. We do this using our world-first longitudinal platform which builds individual relationship stories over time and makes it easy for our clients to get into a rhythm of listening and taking action. MirrorWave is for businesses who are serious about their enduring customer relationships, with individual customers, strategic accounts or two-way partnerships. All the programs we’ve ever run, we’ve helped businesses halve the number of dissatisfied people and more than double (2.3x) the number of highly satisfied people. Form strategy from truly unique change-based insights. -
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AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
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Caltina
Caltina
Integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors. Based inside of the Salesforce platform and built from the ground up to accommodate the workflows of alternative asset managers; flexible to mold around firm-specific needs. Every fund and situation is different. Caltina starts with a special base Salesforce.com configuration (or installs to your existing instance) and then molds the solution to fit your fund’s needs. We’ll want to collect as much data or as many spreadsheets you have along the way, and import all of that into the platform to put an end to the back-and-forth of attachments so you can focus on what matters. Track your universe of potential deals, customized for your firm's specific asset class, niche, and process. Fully systematize how your firm manages its relationships with deal sources and surface the best quality bankers and lenders. Also track sell-side and financing activity.
