Alternatives to Bipsync
Compare Bipsync alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Bipsync in 2026. Compare features, ratings, user reviews, pricing, and more from Bipsync competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
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Pinnakl CRM
Pinnakl
As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.Starting Price: $250/month -
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StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
5
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
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Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
7
FactSet
FactSet Research Systems
We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity. -
8
Sentieo
Sentieo
Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets. Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge. -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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Tamale RMS
SS&C Advent
Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals. -
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Dasseti
Dasseti
Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..). -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
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9fin
9fin
9fin is the faster, smarter way to find leveraged finance intelligence. We have everything you need to analyse a credit or win a mandate in one place. 30-60 minutes faster than journalists from traditional media companies. When price sensitive news breaks you'll hear it first on 9fin. Complex data made easy to search, filter and analyse. Get the information you need in seconds, not days. Predictions of capital markets activity 12 months before it happens. Win business and spot opportunities. Have the most comprehensive market intelligence delivered direct to your inbox. Aggregated from more than 2,000 sources, giving you vital insight before anyone else. Search, filter and analyse key information from bond and loan documents with our AI-powered search capabilities. -
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Macrobond
Macrobond
From the first question to the final chart, Macrobond powers the entire research process by centralizing data management, advanced analysis, visualization, and reporting in a seamless workflow. Users consolidate their work by tapping into a clean, searchable library of over 2,400 global financial and economic sources; analyze in‑platform using built‑in calculation and comparison functions without exporting data; visualize results instantly with customizable charting tools that communicate insights clearly; and publish polished, up‑to‑date reports ready for presentation. Macrobond’s end‑to‑end platform streamlines research steps, accelerates time to insight, and ensures consistency and accuracy across projects, so teams can think fast and make faster, data‑driven decisions. -
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CalibreRMS
Calibre Financial Technology
CalibreRMS is a complete Research Management System with an intuitive and simple interface that enables you to record, share and collaborate on your data in a user-friendly, customizable and mobile format. Created to be much more than just a notes management tool, Calibre RMS seamlessly integrates all your qualitative research with your modeling and analytics. It is customizable to your investment strategy and allows immediate collaboration across teams anywhere and on any device. Calibre RMS also provides flexibility to integrate it with other modeling and analytics tools without being locked into a proprietary system and includes built-in audit trails to simplify compliance. -
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InfoEd Global
InfoEd Global eRA Research
Turnkey research management solutions are designed to help you obtain funding, deliver results, and manage everything in between, faster and better eRA Research Software. Worldwide, more leading research institutions, universities, and corporations have chosen the InfoEd Research Software Solution to realize cost savings, improve data integrity, manage administrative processes, and accelerate compliance for electronic research administration versus any other research compliance software or eRA software. Our core belief is that industry experience and knowledge are the foundation of superior software development in the research administration software field, which has resulted in an unparalleled suite of research support technological applications, professional services software and industry educational programs by InfoEd Global designed specifically transcend today’s modern research institution.Starting Price: $1 one-time payment -
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Ripple Science
Ripple Science
Ripple is a web-based software solution and active registry that facilitates the recruitment and management of research participants for clinical, translational and social science studies. Built from the ground up by researchers for researchers to truly transform participant workflow, Ripple is an end-to-end research participant management software that accelerates the entire research life cycle. Applying technology to solve patient recruitment and retention challenges, the #1 reason cited when clinical trials fail. The success of clinical trials and translational studies greatly depends on the ability of research teams to meet enrollment targets on time and on budget. Ripple Recruit empowers research teams with the automation tools and analytics necessary to accelerate the recruitment processes and maximize the likelihood of study success. Ripple Recruit provides critical insights into your recruitment campaign and workflows, including what sources are most effective. -
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Worktribe
Worktribe
Worktribe is a cloud-based software platform that transforms higher education administration through better collaboration, more efficiency and more transparency. Seamless, end-to-end research management from concept to publication and beyond. Intuitive, secure, cloud-based curriculum management for higher education teams. That's why we've worked with higher education institutions across the UK to develop the ultimate platform for research and curriculum management. Powerful, intuitive and cloud-based, built for collaboration, transparency and efficiency. Constantly evolving to meet the challenges of HE administration. Trusted by 38 leading UK universities, and now available on G-cloud. Every year, more and more people are harnessing the power of Worktribe to create teams, not regimes. Worktribe is the ultimate cloud-based software platform for higher education research and curriculum management. -
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Pillar Science
Pillar Science
Pillar science provides software tools specifically designed to facilitate your research management. We help you and your team focus on your research. Pillar Science is easy to set up. It brings your tools together: enter data in spreadsheets, type protocols in word processor and communicate in real time. It is designed to cover all your research needs so do not have to duplicate information anymore. We use well-established security practices to encrypt and securely store your data where you want. Your data are automatically backed up. With Pillar Science fine-grained authorization system, you decide who has access to your data. Pillar Science helps your team use standard methods and SOPs for your research. Leverage electronic signature and FDA 21 CFR part 11 compliance to conduct GxP research. Decide where you want to store your data to ensure regulatory compliance. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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ResearchManager
Research Manager
One environment, for all researchers in different industries, together! With ResearchManager we offer a research platform with which researchers have all functionalities and information in one place and can share it with each other. The platform is for researchers who want to be ready for the future. A future in which the patient and data access & sharing are central. We facilitate everyone in the life science sector who has to do with research. We do this with an online research platform consisting of the eClinical tools EDC, CTMS & ERMS. With this we offer researchers one central environment for all information and services, so that they can share data with each other and thus take research to a higher level. We also have expertise in the field of collecting, validating and enriching data. -
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Yewno|Edge
Yewno Inc.
Yewno|Edge is Artificial Intelligence for Investment Research. Why AI? Not because it’s cool, not because it’s the new thing, but because you can and you need to. Consider this: it would take over 3 trillion years for a team of 10,000 analysts to read all of the unstructured information currently available today? Since the average investor can’t hire 10,000 analysts and doesn’t have 3 trillion years to spend on market research, what can be done to solve the Information Overload problem? Yewno|Edge has you covered. It can do all that reading and analysis for you. It can also manipulate the data to build out strategies and risk models, test performance and let you know when something relevant to your portfolio happens. Yewno|Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. Use a combination of fundamental and alternative data to go as deep as you want with investment research. -
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VerityData
Verity
VerityData gives professional investors a clean, reliable way to generate ideas and monitor their companies. We turn messy disclosures and corporate actions into structured, quality-checked data, clear analytics, and differentiated insights. Track executive and board moves, incentives and pay, insider buying and selling, buybacks and issuances, ownership changes, governance signals, and other material events. Powerful search, alerts, redlines, summaries, and histories surface what changed and put it in peer context. Use the data the way you work: intuitive web tools for discovery, exports for your models, and developer-friendly APIs and feeds for systematic use. Alongside the data, our independent research team publishes concise briefs that flag what’s unusual or important. Teams trust VerityData for accuracy, context, and insights from a rich 20-year history of data. -
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OmniStar
F1 Solutions
OmniStar: the most powerful Grants, Ethics & Research management solution. OmniStar is a comprehensive and flexible suite of products purpose-built to streamline the work of researchers, administrators and grant managers. Designed in consultation with research professionals and funders over 20 years, OmniStar empowers you to make confident grants, research and administration decisions. Too often, the implementation of management systems causes more problems than it solves. Endless approval pathways and complex application and assessment procedures occur because of inflexible and disparate systems. Thankfully, OmniStar is your all-in-one solution that can be easily configured to your exact needs. We consistently deliver Grants, Ethics & Research management solutions to power progress in universities, not-for-profits, government organizations, and private industries. -
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i-OMS
iWeb Technologies
iOMS For Research Teams© was developed in collaboration with The Royal Wolverhampton Hospitals NHS Trust and contains a coherent integrateable set of modules that help all stakeholders effectively manage areas of research management. Single platform with real-time view that engages all stakeholders involved in research. Inbuilt detailed and drill-down reports helping in decision making. -
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Fibi
Polus Software
Fibi is a cradle-to-grave eRA solution, designed specifically to accommodate the procedures and complexities of research administration and compliance management needs of research and higher education institutions of varied sizes. Fibi is a comprehensive electronic research administration suite to normalize and facilitate complex administrative procedures involved in managing funded research. Fibi enables seamless integration of extensions and external systems. Powerful enterprise-class middleware built specifically for rapid development. Independent Modules can be enabled in the system as and when needed. A native app to serve and connect your key users to research administration. Fibi comes with a gamut of pre-packaged reports that best serve the research institutes. -
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Anduin Fund Subscription
Anduin Transactions
Anduin is revolutionizing fund management with digitized fund subscriptions, real-time status, and streamlined fund operations. Our intuitive investor onboarding workflow improves the investor experience and drastically reduces the NIGO rate of documents by bringing clarity and efficiency to fund subscriptions. How it works: We digitize your subscription agreements along with tax forms, so you can focus on distributing subscription packages and tracking how investors engage with your documents. 1. Anduin digitizes the form provided by counsel, creating an intelligent smart form. 2. We pre-populate the form with investor data from previous fundraises. 3. The fund manager invites investors to complete the smart form and sign the limited partner agreement. 4. The subscription package is countersigned and documents or data can be exported for the fund admin. Visit www.fundsub.io to arrange a demo. -
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worldflow Connect
worldflow
Getting your research read, valued, and paid for is a key part of the research business. The connect solutions from world flow are a modular and flexible set of services designed to solve those issues. Having your research easily accessible and discoverable for clients is key. Utilizing a combination of one or more of a research portal, native apps, email with tracking and link-backs, push to aggregators, and consolidated readership all backed by flexible authoring, whether connect compose or another industry solution, are what we solve for. Generate a variety of research, market color, commentary, and news with template-driven authoring and composing tools. Centrally manage your balance sheets, macro numbers, and company fundamentals all by sector, country, or individual coverage. Keep clients up to date with your latest news and product release information with email distribution tools. -
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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. -
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Mosio
Mosio, Inc.
Mosio enables research teams to improve subject adherence, communications, and data collection on mobile’s most popular channel: text messaging. Our software makes research teams more efficient in how they communicate with study participants through messaging automation and interactive elements delivered to participant mobile phones. WHO WE HELP: + Clinical Trial Sponsors (Pharma and Biotech) + Cancer Centers and Clinical Research Organizations + NIH-Funded Studies + Public Health Agencies + Clinical Trial Managers, Clinical Operations Managers/Directors, Clinical Project Managers, Principal Investigators, Clinical Research (Study) Coordinators, and any research staff who communicate regularly with study participants. BENEFITS: + Interactive dosing reminders and medication adherence alerts. + Automate data collection. + Increase engagement and adherence. + Fix your no-show problem with SMS appointment reminders. + Improve retention with automated check-ins.Starting Price: $99/month -
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NoodleTools
NoodleTools
NoodleTools is an online research management platform that promotes critical thinking and authentic research. Students stay organized as they evaluate information, build accurate citations, archive source material, take notes, outline topics, and prepare to write. Three differentiated levels support individual students across grades and abilities. The classroom environment allows librarians and teachers to provide feedback, monitor individual contributions to group work, and view statistics about source use. In contrast to an auto-cite, auto-evaluate product, we support students to engage deeply in research and produce original work. NoodleTools is also designed with online student privacy in mind. Recognize and evaluate relevant, credible sources. Generate accurate MLA, APA, and Chicago references with personal help from experts. Make connections, develop original ideas and articulate arguments.Starting Price: $15 per year -
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PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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Zotero
Zotero
Zotero is the only software that automatically senses research on the web. Need an article from JSTOR or a preprint from arXiv.org? A news story from the New York Times or a book from a library? Zotero has you covered, everywhere. Zotero helps you organize your research any way you want. You can sort items into collections and tag them with keywords. Or create saved searches that automatically fill with relevant materials as you work. Zotero can optionally synchronize your data across devices, keeping your notes, files, and bibliographic records seamlessly up to date. If you decide to sync, you can also always access your research from any web browser. Zotero lets you co-write a paper with a colleague, distribute course materials to students, or build a collaborative bibliography. You can share a Zotero library with as many people you like, at no cost. -
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EDGE
University of Southampton
EDGE is a cloud-based Clinical Trials Management system which has successfully been embedded into the clinical research infrastructure for the UK and its devolved nations. Currently within 80% of England’s NHS regions, Scotland and Northern Ireland, EDGE is the front runner when it comes to research management systems within the UK. Since its launch in 2000, and its adoption by the National Cancer Research Network, EDGE has grown from strength to strength and is not only used nationally but also has a growing number of international subscribers from countries which include Canada, Belgium, New Zealand, South Africa and India. -
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illumin
Softlink Information Centres
The illumin Knowledge & Research Management System collects, records, quantifies and precises queries and answers provided to staff and clients. It is the perfect tool for knowledge and research management. Easy to customise, it will suit the uniqueness of every library's reference workflows. The automatically built knowledge base becomes an audited, comprehensive, and searchable database of relevant information that can be easily shared. Effortlessly manage the vast amounts of knowledge flowing through your organization and let that information be discovered and delivered anywhere, and anytime. Softlink’s Liberty and illumin make information available to your users and lets your library lead the way into the future. illumin is the perfect tool for knowledge and research management as it collects, records, quantifies and précis’s queries and answers provided to staff and clients. -
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Obsidian SmartDocs
Obsidian Suite
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster. -
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FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
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FundPortal
The Edgefolio Group
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500. -
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Fund-Studio
Fund-Studio
For hedge fund managers, CTAs, asset managers and family offices, FundStudio’s real-time operations and reporting platform and outsourced managed services provides complete knowledge of fund or managed account conditions -- and the tools to manage them. Capture orders and trades via realtime FIX, uploads, programmatic API or on-screen manual data entry. Allocate orders to accounts, strategies and more. Apply compliance rules such as position limits or mandated asset-class restrictions, or complex programmatic rules such as leverage bias. Run real-time intra-day P&L. Define multiple views of aggregate or sliced-and-diced data in real-time "pivot tables". Manage all cash movements including trade settlements, margin, coupons and principal. Run cash projections and more. Meet investor DDQ requirements by shadowing your fund administrator to produce NAV at the master-fund level as well as associated feeder funds or investor subscriptions. -
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Arcesium
Arcesium
Arcesium’s scalable, cloud-native solutions are unparalleled in the investment industry. We help clients accelerate their data strategy, modernize their operating model, systematize their most complex activities, and unlock opportunities for growth. Arcesium’s innovative solutions drive your business to the next level, leaving inefficient systems and siloed platforms behind. Arcesium partners with you to design architecture and operating models that address your unique business needs. Arcesium helps you scale smartly and evolve efficiently with our innovative solutions. Leverage our deep expertise, unified data platform, and domain-aware capabilities to convert complexity into actionable intelligence. Amidst increasing competition and regulation, we provide the tools you need to manage operational risk, engage with investors more effectively, drive profitability, and bolster portfolio management. -
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Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
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Elite Seller
Elite Seller
Outwit Your Competition. All-in-one Amazon seller software suite. Research, manage, and automate your entire Amazon business with ease. We don’t limit you on how many products you can manage. Perform essential tasks and explore essential data across your vast catalog. Multiple Seller Accounts. Run multiple Amazon seller accounts under the same roof, easily analyze your vital stats across all your accounts at the same time or individually. A large business can not operate without delegating. Create sub-accounts with limited permissions so that your employees can do their job. Easy Transition. Seamless transition from your current platform to Elite Seller without losing your data thanks to 2 year backlog download. Customizable Dashboard. Tailor your dashboards to exactly what you need Personalize your control panel. Add various tabs and widgets for all your business metrics. Everything is adjustable and can be adapted to your needs.Starting Price: $25 per user, per month -
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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. -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Liquidity Calendar
Liquidity Calendar
Liquidity Calendar is an online platform designed to help hedge fund managers and investors effectively manage hedge fund liquidity as well as redeption terms and requests. With Liquidity Calendar, tracking lock-ups, calculating redemption schedules and amount, and generating reports come easy. No need to get stuck in manual and error-prone assembly of terms and dates associated with the use of Excel spreadsheets.Starting Price: $199.00/month -
46
Linedata AMP
Linedata
Reimagine your operations, transform the way you do business with our Asset management software. Whether you’re an institutional manager or wealth advisor, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world. Cloud-enabled software, collaborative expertise with integrated data and analytics, and the flexibility of modular design enables better decision-making, streamline processes, and empower scale and innovation. Features like an intuitive trading UI and web-based model management deliver value and drive growth, so you can reimagine your business and respond to any challenge. Linedata‘s highly skilled service professionals deliver results and perform key operational roles within extended teams, offering our clients greater resilience, scalability, and efficiencies.Starting Price: $5000 per month -
47
Tier1 Financial Solutions
Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic. -
48
The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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Elysys Wealth
Elysys
Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc). -
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Sentry PM
ClearStructure Financial Technology
As the private debt and direct lending industries continue to expand, fund managers often lack proper infrastructure and processes to scale their businesses. With the increased demand for transparency and elevated scrutiny of operations, both regulators and investors require lenders to demonstrate proper controls and defensible processes. The days of managing loans on spreadsheets or legacy systems are over – Sentry PM offers a fast, flexible, and dynamic web-based solution with a fully-integrated front-, middle- and back-office functionality.
