eXeer

eXeer

As a modular SaaS solution, eXeer empowers investment managers to seamlessly aggregate, analyze, and visualize their investment data. It integrates existing tech stacks and new technologies, automating data collection from various sources. With its core analytics engine at the helm, eXeer ensures a reliable single source of truth for informed decision-making.

Top eXeer Alternatives

1

EXM

With advanced project planning features such as interactive Gantt views and templated reporting, this solution enhances resource management by clearly outlining team responsibilities and future availability.

By: Hydra Solutions From United Kingdom
2

Bite Stream

Bite Stream is a versatile SaaS platform tailored for asset managers, facilitating compliant distribution of private market investment products.

By: Bite Investments From United Kingdom
3

WealthXcel

WealthXcel offers streamlined customer ID verification tailored for regulated businesses...

By: Tiller Investments From United Kingdom
4

Daphne

Daphne revolutionizes private market fundraising by automating manual processes and data management through advanced AI technology.

By: Daphne From United Kingdom
5

WealthWorks

This software excels in managing various investment-holding entities, including estates, charities, and family investment companies.

By: thewealthworks From United Kingdom
6

Delio

Delio offers a modular client experience platform tailored for financial firms navigating private markets.

By: Delio From United Kingdom
7

Broker Lender CRM

Designed for both new and established businesses, it facilitates growth through effective communication and insightful...

By: BrightOffice Cloud CRM From United Kingdom
8

focus:360 adviser

By streamlining client management and optimizing portfolio allocations, it empowers advisers to deliver personalized advice...

By: Focus Solutions From United Kingdom
9

StatPro Revolution

With precise portfolio analytics, it ensures transparency in performance and attribution, empowering teams to meet...

By: StatPro From United Kingdom
10

Funds-Axis

This platform offers a rich array of modules tailored to streamline investment compliance, risk monitoring...

By: Funds-Axis Limited From United Kingdom
11

focus adviser

With its cutting-edge Advice Engine, it optimizes investment modeling and portfolio allocations...

By: Focus Solutions From United Kingdom
12

Intellibonds

Its AI-driven virtual assistants collaborate with investment teams, providing predictive credit risk analytics that identify...

By: Intellibonds From United Kingdom
13

Finbourne

Its modular platform integrates seamlessly with existing systems, providing real-time insights and secure data management...

By: Finbourne From United Kingdom
14

Costars

It automates ISA management, regulatory compliance, and portfolio management, handling millions of positions seamlessly...

By: corfinancial From United Kingdom
15

WealthObjects

It supports client acquisition, onboarding, financial planning, and ongoing engagement while delivering a holistic view...

By: WealthObjects From United Kingdom