Audience

Investment managers

About Relevant EquityWorks

Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
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Company Information

Relevant Equity Systems
Founded: 1986
United States
relevantequityworks.com

Videos and Screen Captures

Relevant EquityWorks Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Relevant EquityWorks Frequently Asked Questions

Q: What kinds of users and organization types does Relevant EquityWorks work with?
Q: What languages does Relevant EquityWorks support in their product?
Q: What kind of support options does Relevant EquityWorks offer?
Q: What type of training does Relevant EquityWorks provide?

Relevant EquityWorks Product Features

Financial Reporting

Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
Multi-Department / Project
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
General Ledger

Fund Accounting

Budgeting & Forecasting
Purchasing & Receiving
Asset Management
Compliance Management
Activity Tracking
General Ledger
Accounts Receivable
Accounts Payable
Bank Reconciliation
Donor Management
Partnership Accounting

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

Relevant EquityWorks Additional Categories