AtomInvest
This financial CRM software enhances investor management through an integrated portal that streamlines onboarding, subscriptions, and reporting. It features automated workflows for fund accounting, valuation, and ESG data management, while offering robust security measures. Designed for asset managers, banks, and service providers, it simplifies portfolio tracking and investor interactions effectively.
Top AtomInvest Alternatives
Xpedition Private Equity CRM
The Xpedition Private Equity CRM Accelerator transforms data into a strategic asset through advanced analytics and seamless integration with existing systems.
bpm online financial services
Bpm'online financial services offers a robust Financial CRM software designed to enhance customer interactions throughout their journey.
Senta
Senta has been seamlessly integrated into the IRIS Elements Practice Management suite, allowing users to streamline their practice and automate client communications effortlessly.
VeriTouch
VeriTouch is a specialized Customer Engagement (CRM) solution built on Microsoft Dynamics 365, uniquely tailored for financial institutions.
TrustQuay
In June 2024, TrustQuay rebranded to Quantios, offering a robust platform that empowers seamless governance and investment worldwide.
Jobstream
Job Stream AI transforms the job search experience by leveraging advanced automation to enable candidates to apply for up to 2,000 positions monthly.
MissionKontrol
With robust full-text search capabilities, finding specific entries is quick and efficient...
Financial Cloud CRM
It offers a user-friendly self-service portal, secure 24/7 IVR payments, and personalized communication at scale...
enVisual360
Its unique licensing model allows firms to select and pay only for the modules they...
B2Core
It streamlines the management of customers, administrators, and introducing broker partners within a single platform...
Dialllog
By integrating all essential features, it enhances operational efficiency and decision-making...
BrokerIQ
It simplifies onboarding and KYC checks with native integrations from leading providers, ensuring efficient client...
360 View CRM
With insights into account data and automated marketing, it empowers teams to provide timely, tailored...
Magnifinance
Users receive instant reconciliation suggestions based on historical data, ensuring clarity on paid and pending...
IQ Suite
Designed for community banks, it streamlines customer interactions, enabling teams to address issues proactively and...
Top AtomInvest Features
- Investor Lifecycle Management
- Unified Investor Portal
- Custom Electronic Subscriptions
- Fundraising Datarooms
- Automated Data Collection
- ESG Data Management
- Portfolio Performance Analytics
- Role-Based Permissioning
- Real-Time Reporting Integration
- Capital Call Generation
- Comprehensive Valuation Tools
- Investor Engagement Analytics
- Secure Data Sharing
- Compliance Workflow Automation
- Customizable Investor Workflows
- MS Excel Data Plugin
- Enterprise Bidirectional API
- Multi-Fund Reporting
- Integrated Email Notifications
- Enhanced Security Protocols
Top AtomInvest Alternatives
- Xpedition Private Equity CRM
- bpm online financial services
- Senta
- VeriTouch
- TrustQuay
- Jobstream
- MissionKontrol
- Financial Cloud CRM
- enVisual360
- B2Core
- Dialllog
- BrokerIQ
- 360 View CRM
- Magnifinance
- IQ Suite
