Caltina
Integrated within the Salesforce platform, Caltina revolutionizes front-office operations for private equity and family offices. Tailored to each firm’s unique workflows, it imports existing data to streamline processes, enabling firms to effectively manage relationships with bankers and lenders while tracking potential deals across various asset classes and niches.
Top Caltina Alternatives
Diligend
Diligend provides AI-enabled software solutions tailored for institutional investors, managers, and consultants.
Investfly
Investfly empowers traders to automate their strategies effortlessly, allowing them to set specific rules like purchasing AAPL upon a 52-week high with increased volume.
DiligenceVault
DiligenceVault empowers asset managers and allocators with a secure digital platform to streamline due diligence processes.
Portfolio Lab
Kwanti revolutionizes portfolio management by integrating analytics and stress testing, empowering financial advisors to deliver tailored investment recommendations efficiently.
Solovis
Designed specifically for limited partners and asset allocators, this institutional investment management platform streamlines multi-asset class portfolio oversight.
Smartleaf
Managing personalized and tax-optimized portfolios becomes effortless with Smartleaf. Wealth...
ETFLogic
It features advanced portfolio management tools, real-time alerts, and customizable simulations...
Atomic Intelligence
Utilizing natural language processing and machine learning, it processes unstructured data efficiently, catering to investment...
InvestorFlow
With features like deal sourcing, pipeline management, and integrated communication tools, it empowers users to...
VestServe
Clients like Privet Capital appreciate its ability to generate tailored analytical reports efficiently, enabling informed...
ATOM Align
Built from the ground up, it enhances productivity through a streamlined interface, facilitating quick adoption...
NorthPoint IMS
Their expert advisory services tackle challenges in compliance, cybersecurity, and financial crimes, while their innovative...
Archer
Its innovative platform enhances product distribution, accelerates market entry, and offers professional services that adapt...
PowerBroker
By automating complex workflows, it addresses broker-dealers' challenges related to unique trading windows, redemption procedures...
AJ HYIP
It features robust investment plan creation, user management, and multiple payment gateway integrations, all streamlined...
