Audience

Enterprises and organizations in search of a solution to manage and improve their private capital funds

About Asset Class

Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms.

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Integrations

API:
Yes, Asset Class offers API access
See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Asset Class
United States
www.assetclass.com

Videos and Screen Captures

Asset Class Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

Asset Class Frequently Asked Questions

Q: What kinds of users and organization types does Asset Class work with?
Q: What languages does Asset Class support in their product?
Q: What kind of support options does Asset Class offer?
Q: What other applications or services does Asset Class integrate with?
Q: Does Asset Class have an API?
Q: What type of training does Asset Class provide?

Asset Class Product Features

Commercial Loan

Audit Trail
Pipeline Management
Asset Management
Lead Management
Risk Management
Document Management
Complex Debt Structures
Dashboard
Trend Analysis
Exposure Management

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
IR Website Builder

Loan Origination

Audit Trail
Customer Database
Closing Documents
Fee Management
Online Application
Compliance Management
Document Management
Loan Processing
Amortization Schedule
Digital Signature

Asset Class Additional Categories