HEAT
This investment management software streamlines the acquisition process by enabling users to quickly identify and evaluate potential targets from various data sources. With customizable KPIs and scoring algorithms, it automates task assignments and facilitates seamless sharing of deal statuses with investors, ensuring transparency and organized oversight throughout the investment journey.
Top HEAT Alternatives
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TechRules Tower
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Flanks
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TS Imagine
This investment management software streamlines complex workflows, empowering users to focus on portfolio management with real-time risk monitoring and consolidated exposure across multiple desks.
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This unit-linked insurance solution merges investment management with policy administration, crafted specifically for the complexities of the insurance and mutual insurance sectors.
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Top HEAT Features
- Customizable KPI scoring algorithms
- Automatic deal evaluation
- Unlimited investor sharing
- Task assignment automation
- Transparent deal reporting
- Consolidated financial data view
- Integration with any data source
- Simplified login for sharing
- Customizable deal management module
- Alerts and reminders for deals
- Data-driven investment criteria
- Hassle-free company sharing
- Rapid onboarding for new users
- Graphical user interface for metrics
- Flexible pricing options
- Free trial availability
- Dedicated customer support
- Quick setup for local data
- Efficient company sourcing
- Enhanced workflow organization
