📈 Investment Management

Stock portfolio tracking

Open Source

Automated, high quality, digital investment reports

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

Try for free paid Free Trial $17.99 / Monthly (Basic)

Independent. Insightful. Trusted.

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Simplify And Accelerate Your Investments with SPVs

paid Free Trial

FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.

Powered by cutting-edge AI, PentaCue revolutionizes financial data analysis, from EDGAR filings to investment trends. Its GPT-driven insights offer real-time market analytics.

freemium $50.0 / Monthly (Pro)

Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.

Free Trial

Relationship Intelligence, Reimagined

Dialllog is the first end to end CRM-style relationship platform for VC and PE funds. Dialllog equips investors with a 360-degree view of all their activities, building data-driven workflows to invest and exit wisely.

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

Tykr is a platform that empowers people to become great investors. It provides all the data and knowledge to invest confidently.

paid Free Trial $19.0 / Monthly (Basic)

The best stock portfolio tracker for investors. Stop using spreadsheets to keep track of your investments.

freemium $10.0 / Monthly (Premium)