Audience

Businesses interested in a Investment Management software

About 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.

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Integrations

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Company Information

Caltina
Founded: 2016
United States
www.caltina.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

Caltina Frequently Asked Questions

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

Caltina Product Features

Investment Management

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