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AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead ...Read more about AppFolio Investment Manager

SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The platform...Read more about Sourcescrub

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundrais...Read more about Juniper Square

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks, Microso...Read more about InvestNext

•Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and ...Read more about Certent Equity Management

Stessa is the #1 real estate app for landlords, based on App Store downloads and ratings. We’ve been helping rental property owners and operators eliminate the busywork and maximize returns since 2016. Free yourself from the endle...Read more about Stessa

StockMarketEye lets you easily track all of your investments in one place. Get the big picture on your net worth or zoom in to individual investments to see how your choices have performed. You can get started quickly by importi...Read more about StockMarketEye

EquityEffect is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock an...Read more about Diligent Equity

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture cap...Read more about Carta

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to ...Read more about DealCloud

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key...Read more about Dynamo

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income,...Read more about Plaid

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting and deep analysis. With Mosaic, you can easily consolidate data from ERP, CRM, HRIS, and Billing systems to provide a single source of truth across bus...Read more about Mosaic

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments, rel...Read more about Foundersuite

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, ...Read more about AdvisorEngine