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Seraf - Seraf is a web-based portfolio management tool for investors in early stage companies that enables individual investors, angel groups, family offices, funds, micro-VCs, and accelerators to track, analyze, optimize, report on and value portfolios.
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Zapflow - Zapflow is a cloud-based tool for professional investors to manage their deal flows.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Misys FusionInvest - Misys FusionInvest is an all-in-one investment management system for portfolio management, risk management and investment operations.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.